UK Independent. Sourced. Primary. · Est. 2024

Estate Planning Consultancy Ltd | IFA Financial Advisers | London | Est. 2025

Estate Planning Consultancy 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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Estate Planning Consultancy Ltd

IFA Financial Advisers · London · Est. 2025

1 year
Active Trading
Active
CH Status
1,172
Monthly Views
14
Enquiries

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Company Registration Details

Registered company nameEstate Planning Consultancy Ltd
Companies House number16765607 →
Company typePrivate Limited Company (Ltd)
Registered address20 Wenlock Road, N1 7GU
City / RegionLondon
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 69102, 69109
Index statusClaim this listing →

About Estate Planning Consultancy Ltd

Estate Planning Consultancy Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

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?
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?
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?
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?
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.

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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 Estate Planning Consultancy 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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