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IFA Financial Advisers UNCLAIMED LISTING

Dls Estate Planning Ltd

IFA Financial Advisers · Milton Keynes · Est. 2012

14 years

Active Trading

Active

CH Status

1,141

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Company Registration Details

Registered company name	Dls Estate Planning Ltd
Companies House number	08194844 →
Company type	Private Limited Company (Ltd)
Registered address	Mk Two Business Centre Barton Road Bletchley, MK2 3HU
City / Region	Milton Keynes
Date incorporated	2012
Years trading	14 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Dls Estate Planning Ltd

Founded in 2012, Dls Estate Planning Ltd has been active for 14 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.

Keynes accounts for 13 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ask to see a sample annual review pack before agreeing to ongoing charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Milton Keynes

Mkb Financial Advisers LtdMilton Keynes · Est. 2004	View →
Business Professional Advisers LimitedMilton Keynes · Est. 1994	View →
Access Estate Planning LimitedMilton Keynes · Est. 2021	View →
Ad Valorem Estate Planning Services LimitedMilton Keynes · Est. 2025	View →

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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 Dls Estate Planning 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.

Dls Estate Planning Ltd | IFA Financial Advisers | Milton Keynes | Est. 2012