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Family First Estate Planning Ltd

IFA Financial Advisers · Halesowen, Birmingham · Est. 2026

N/A

Active Trading

Active

CH Status

17073156

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Family First Estate Planning Ltd
Companies House number	17073156 →
Company type	Private Limited Company (Ltd)
Registered address	113 Furlong Lane, B63 2SN
City / Region	Halesowen, Birmingham
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 69109, 70229 (management consultancy)
Index status	Claim this listing →

About Family First Estate Planning Ltd

Family First Estate Planning Ltd was incorporated in 2026 and is registered as an active company on the Companies House register.

It is one of 48 ifa financial advisers listed in Birmingham 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

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Halesowen

Clor Estate Planning LimitedHalesowen · Est. 2009

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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 Family First Estate Planning Ltd 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.

Family First Estate Planning Ltd | IFA Financial Advisers | Halesowen | Est. 2026