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Estate And Succession Planning Limited

IFA Financial Advisers · Dundee · Est. 2018

8 years

Active Trading

Active

CH Status

1,124

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Company Registration Details

Registered company name	Estate And Succession Planning Limited
Companies House number	SC595338 →
Company type	Private Limited Company (Ltd)
Registered address	Castlecroft Business Centre Tom Johnston Road, DD4 8XD
City / Region	Dundee
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Estate And Succession Planning Limited

Incorporated in 2018, Estate And Succession Planning Limited is an established firm with 8 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

Dundee accounts for 4 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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?

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 Dundee

Later Life Planning (Consultancy) LimitedDundee · Est. 2017	View →
Tma Accountants And Taxation Advisers LimitedDundee · Est. 2009	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 Estate And Succession 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.

Estate And Succession Planning Limited | IFA Financial Advisers | Dundee | Est. 2018