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IFA Financial Advisers UNCLAIMED LISTING

Elixir Estate Planning Ltd

IFA Financial Advisers · Hebburn, Newcastle · Est. 2023

3 years

Active Trading

Active

CH Status

14921142

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Elixir Estate Planning Ltd
Companies House number	14921142 →
Company type	Private Limited Company (Ltd)
Registered address	35 St. Rollox Street, NE31 1LW
City / Region	Hebburn, Newcastle
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Elixir Estate Planning Ltd

Incorporated in 2023, Elixir Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 20 ifa financial advisers listed in Newcastle on this index of 1663 UK firms in the category.

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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

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?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Elixir Estate Planning Ltd 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.

Elixir Estate Planning Ltd | IFA Financial Advisers | Hebburn | Est. 2023