Financial Index › IFA Index › Finsso Estate Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Finsso Estate Planning Ltd

IFA Financial Advisers · Manchester · Est. 2020

6 years

Active Trading

Active

CH Status

13083000

Company No

2024

Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company name	Finsso Estate Planning Ltd
Companies House number	13083000 →
Company type	Private Limited Company (Ltd)
Registered address	City View House 5 Union Street Ardwick, M12 4JD
City / Region	Manchester
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Finsso Estate Planning Ltd

Incorporated in 2020, Finsso Estate Planning Ltd is an established firm with 6 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.

Manchester accounts for 30 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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 Manchester

Taxation Experts Uk LtdManchester · Est. 2016	View →
Platt Trading LimitedManchester · Est. 2021	View →
Guide Wills And Estate Planning LimitedManchester · Est. 2025	View →
Cloud Tax Solutions LtdManchester · Est. 2018	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

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 Finsso Estate Planning Ltd 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.

Finsso Estate Planning Ltd | IFA Financial Advisers | Manchester | Est. 2020