UK Independent. Sourced. Primary. · Est. 2024

Design And Planning (Dap) Uk Ltd | IFA Financial Advisers | London | Est. 2025

Design And Planning (Dap) Uk Ltd is a ifa financial advisers registered in London, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Design And Planning (Dap) Uk Ltd

IFA Financial Advisers UNCLAIMED LISTING

Design And Planning (Dap) Uk Ltd

IFA Financial Advisers · London · Est. 2025

1 year
Active Trading
Active
CH Status
1,084
Monthly Views
13
Enquiries

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Company Registration Details

Registered company nameDesign And Planning (Dap) Uk Ltd
Companies House number16447048 →
Company typePrivate Limited Company (Ltd)
Registered address71-75 Shelton Street, WC2H 9JQ
City / RegionLondon
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 71111, 71112
Index statusClaim this listing →

About Design And Planning (Dap) Uk Ltd

Design And Planning (Dap) Uk Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Design And Planning (Dap) Uk Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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