Financial Index › IFA Index › Dha Planning Group Holdings Limited
Dha Planning Group Holdings Limited
IFA Financial Advisers · Maidstone · Est. 2023
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Company Registration Details
| Registered company name | Dha Planning Group Holdings Limited |
| Companies House number | 15335776 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Eclipse House Eclipse Park Sittingbourne Road, ME14 3EN |
| City / Region | Maidstone |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 99999 |
| Index status | Claim this listing → |
About Dha Planning Group Holdings Limited
Incorporated in 2023, Dha Planning Group Holdings Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 17 of them in Maidstone.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Dha Planning Group Holdings Limited or any firm listed. 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.