Earle Estate Planning Limited

IFA Financial Advisers · Thames Ditton, London · Est. 2025

1 year

Active Trading

Active

CH Status

16546205

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Earle Estate Planning Limited
Companies House number	16546205 →
Company type	Private Limited Company (Ltd)
Registered address	Annecy Court, Ferry Works Summer Road, KT7 0QJ
City / Region	Thames Ditton, London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Earle Estate Planning Limited

Earle Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

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.

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 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

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?

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?

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?

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.

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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 Earle Estate Planning 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.

Earle Estate Planning Limited | IFA Financial Advisers | Thames Ditton | Est. 2025