Financial Index › IFA Index › Director Tax Planning And Advice Ltd
Director Tax Planning And Advice Ltd
IFA Financial Advisers · Kidderminster, Dudley · Est. 2013
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Company Registration Details
| Registered company name | Director Tax Planning And Advice Ltd |
| Companies House number | 08598794 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 25 Church Street, DY10 2AW |
| City / Region | Kidderminster, Dudley |
| Date incorporated | 2013 |
| Years trading | 13 years |
| CH status | Active |
| Specialism | Recorded activity: 99999 |
| Index status | Claim this listing → |
About Director Tax Planning And Advice Ltd
Founded in 2013, Director Tax Planning And Advice Ltd has been active for 13 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
It is one of 15 ifa financial advisers listed in Dudley on this index of 1663 UK firms in the category.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Kidderminster
| Bbi Independent Financial Advisers LimitedKidderminster · Est. 2005 | View → |
| Landlord Tax Planning And Advice LtdKidderminster · Est. 2013 | View → |
| Focus Financials (Midlands) LtdKidderminster · Est. 2025 | View → |
| Alk Independent Financial Advisers LimitedKidderminster · Est. 2005 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Director Tax Planning And Advice 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.