Financial Index › IFA Index › Estate Planning For Intermediaries Ltd
Estate Planning For Intermediaries Ltd
IFA Financial Advisers · Falkirk · Est. 2016
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Company Registration Details
| Registered company name | Estate Planning For Intermediaries Ltd |
| Companies House number | SC536727 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 19a Wellside Place, FK1 5RL |
| City / Region | Falkirk |
| Date incorporated | 2016 |
| Years trading | 10 years |
| CH status | Active |
| Specialism | Recorded activity: 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Estate Planning For Intermediaries Ltd
Founded in 2016, Estate Planning For Intermediaries Ltd 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.
It is one of 5 ifa financial advisers listed in Falkirk on this index of 1663 UK firms in the category.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
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. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Falkirk
| Greyfriars Estate Planning LtdFalkirk · Est. 2018 | View → |
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