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IFA Financial Advisers UNCLAIMED LISTING

Epsilon Estate Planning Limited

IFA Financial Advisers · Nuneaton, Coventry · Est. 2024

2 years

Active Trading

Active

CH Status

15697347

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Epsilon Estate Planning Limited
Companies House number	15697347 →
Company type	Private Limited Company (Ltd)
Registered address	Suite B8 Swan House Business Centre Market Bosworth, CV13 0LJ
City / Region	Nuneaton, Coventry
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Epsilon Estate Planning Limited

Incorporated in 2024, Epsilon Estate Planning Limited 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.

Coventry accounts for 27 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?

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?

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?

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.

Other IFA Financial Advisers in Nuneaton

Key Financial Services (Midlands) LimitedNuneaton · Est. 2001	View →
Krs Estate Planning LtdNuneaton · Est. 2017	View →

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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 Epsilon 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.

Epsilon Estate Planning Limited | IFA Financial Advisers | Nuneaton | Est. 2024