Financial Index › IFA Index › Estate Planning Services Limited
Estate Planning Services Limited
IFA Financial Advisers · Surrey, London · Est. 1999
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Company Registration Details
| Registered company name | Estate Planning Services Limited |
| Companies House number | 03803971 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Claverdon The Woodend Wallington, SM6 0RA |
| City / Region | Surrey, London |
| Date incorporated | 1999 |
| Years trading | 27 years |
| CH status | Active |
| Specialism | Recorded activity: 82110 |
| Index status | Claim this listing → |
About Estate Planning Services Limited
Established in 1999, Estate Planning Services Limited has over 27 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.
It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
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 Surrey
| Fairway Independent Financial Advisers LimitedSurrey · Est. 2000 | 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 Services 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.