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IFA Financial Advisers UNCLAIMED LISTING

First City Estate Agents & Town Planning Limited

IFA Financial Advisers · Wolverhampton · Est. 1987

39 years

Active Trading

Active

CH Status

02140016

Company No

2025

Accounts to

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Company Registration Details

Registered company name	First City Estate Agents & Town Planning Limited
Companies House number	02140016 →
Company type	Private Limited Company (Ltd)
Registered address	19 Waterloo Road, WV1 4DY
City / Region	Wolverhampton
Date incorporated	1987
Years trading	39 years
CH status	Active
Specialism	Recorded activity: 74990
Index status	Claim this listing →

About First City Estate Agents & Town Planning Limited

Established in 1987, First City Estate Agents & Town Planning Limited has over 39 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.

Wolverhampton accounts for 16 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

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.

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.

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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Wolverhampton

Platinum Estate Planning LtdWolverhampton · Est. 2020	View →
Last Wish Wills & Estate Planning LimitedWolverhampton · Est. 2025	View →
Intrinsic Estate Planning LtdWolverhampton · Est. 2025	View →
Bright Estate Planning LtdWolverhampton · Est. 2017	View →

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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 First City Estate Agents & Town Planning 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.

First City Estate Agents & Town Planning Limited | IFA Financial Advisers | Wolverhampton | Est. 1987