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IFA Financial Advisers UNCLAIMED LISTING

Elevation Estate Planning Limited

IFA Financial Advisers · Birmingham · Est. 2016

10 years

Active Trading

Active

CH Status

10261639

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Elevation Estate Planning Limited
Companies House number	10261639 →
Company type	Private Limited Company (Ltd)
Registered address	Elevation House ,Unit 1 Marlin Office Village 1250 Chester Road Castle Vale, B35 7AZ
City / Region	Birmingham
Date incorporated	2016
Years trading	10 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Elevation Estate Planning Limited

Founded in 2016, Elevation Estate Planning Limited has been active for 10 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.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

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. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

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.

Other IFA Financial Advisers in Birmingham

Design Planning Management Services Uk LtdBirmingham · Est. 2023	View →
Crystal Wills And Estate Planning LtdBirmingham · Est. 2020	View →
Optimal Wills & Estate Planning LtdBirmingham · Est. 2020	View →
Whitebeam Independent Financial Advice Ltd.Birmingham · Est. 2012	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 Elevation Estate Planning Limited 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.

Elevation Estate Planning Limited | IFA Financial Advisers | Birmingham | Est. 2016