UK Independent. Sourced. Primary. · Est. 2024

Fox Estate Planning Ltd | IFA Financial Advisers | Ramsgate | Est. 2026

Fox Estate Planning Ltd is a ifa financial advisers registered in Ramsgate, established 2026. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Fox Estate Planning Ltd

IFA Financial Advisers · Ramsgate, Rest of UK · Est. 2026

N/A
Active Trading
Active
CH Status
17107429
Company No
n/a
Accounts to

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Company Registration Details

Registered company nameFox Estate Planning Ltd
Companies House number17107429 →
Company typePrivate Limited Company (Ltd)
Registered address10 Merlin Business Park, CT12 5HW
City / RegionRamsgate, Rest of UK
Date incorporated2026
Years tradingN/A
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About Fox Estate Planning Ltd

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

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Charging structures vary, but all must be disclosed and agreed before advice is given.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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?
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?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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 Ramsgate

Blanchards Inheritance LtdRamsgate · Est. 2018View →
London And County Financial Advisors LimitedRamsgate · Est. 2016View →

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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 Fox 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.

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