Financial Index › IFA Index › Family Estate Planning Solutions Limited
Family Estate Planning Solutions Limited
IFA Financial Advisers · Gateshead, Newcastle · Est. 2015
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Company Registration Details
| Registered company name | Family Estate Planning Solutions Limited |
| Companies House number | 09389362 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 7 Bankside, The Watermark, NE11 9SY |
| City / Region | Gateshead, Newcastle |
| Date incorporated | 2015 |
| Years trading | 11 years |
| CH status | Active |
| Specialism | Recorded activity: 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Family Estate Planning Solutions Limited
Founded in 2015, Family Estate Planning Solutions Limited has been active for 11 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 20 ifa financial advisers listed in Newcastle on this index of 1663 UK firms in the category.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Family Estate Planning Solutions Limited or any firm listed. 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.