UK Independent. Sourced. Primary. · Est. 2024

Ebg Planning Consultant Uk Ltd | IFA Financial Advisers | London | Est. 2025

Ebg Planning Consultant 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.

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Ebg Planning Consultant Uk Ltd

IFA Financial Advisers · London · Est. 2025

1 year
Active Trading
Active
CH Status
1,171
Monthly Views
14
Enquiries

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Company Registration Details

Registered company nameEbg Planning Consultant Uk Ltd
Companies House number16906703 →
Company typePrivate Limited Company (Ltd)
Registered address438 Streatham High Road, SW16 3PX
City / RegionLondon
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 71111, 71129
Index statusClaim this listing →

About Ebg Planning Consultant Uk Ltd

Ebg Planning Consultant Uk Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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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 Ebg Planning Consultant 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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