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IFA Financial Advisers UNCLAIMED LISTING

Estate Planning Limited

IFA Financial Advisers · Sheffield · Est. 2021

5 years

Active Trading

Active

CH Status

13713633

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Estate Planning Limited
Companies House number	13713633 →
Company type	Private Limited Company (Ltd)
Registered address	60 School Green Lane, S10 4GR
City / Region	Sheffield
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 99999
Index status	Claim this listing →

About Estate Planning Limited

Incorporated in 2021, Estate Planning Limited is an established firm with 5 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.

It is one of 25 ifa financial advisers listed in Sheffield on this index of 1663 UK firms in the category.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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.

Other IFA Financial Advisers in Sheffield

Financial Inclusion Services (Yorkshire) LtdSheffield · Est. 2004	View →
Cavendish Estate Planning LtdSheffield · Est. 2021	View →
Ethical Business Worldwide LtdSheffield · Est. 2020	View →
Family Wills And Estate Planning LimitedSheffield · Est. 2013	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 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 Planning Limited | IFA Financial Advisers | Sheffield | Est. 2021