Financial Index › IFA Index › Estate Planning Partnership Limited
Estate Planning Partnership Limited
IFA Financial Advisers · Barry, Cardiff · Est. 2021
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Company Registration Details
| Registered company name | Estate Planning Partnership Limited |
| Companies House number | 13765962 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 5 Windsor Road, CF62 7AW |
| City / Region | Barry, Cardiff |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 70229 (management consultancy) |
| Index status | Claim this listing → |
About Estate Planning Partnership Limited
Incorporated in 2021, Estate Planning Partnership 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 28 ifa financial advisers listed in Cardiff 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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
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
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
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 Barry
| Estate Planning Consultants LimitedBarry · Est. 2016 | View → |
| Seren Financial Advisers LtdBarry · Est. 2012 | View → |
| Sebastian & St. James Financial Advisers (Uk) LimitedBarry · Est. 2014 | View → |
| Summit Financial Advisers And Wealth Management LtdBarry · Est. 2024 | View → |
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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 Partnership 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.