Financial Index › IFA Index › Fundamental Planning (Uk) Limited
Fundamental Planning (Uk) Limited
IFA Financial Advisers · Edinburgh · Est. 2014
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Company Registration Details
| Registered company name | Fundamental Planning (Uk) Limited |
| Companies House number | SC473726 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 5 South Charlotte Street, EH2 4AN |
| City / Region | Edinburgh |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation), 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Fundamental Planning (Uk) Limited
Founded in 2014, Fundamental Planning (Uk) Limited has been active for 12 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.
Edinburgh accounts for 18 of the 1663 ifa financial advisers tracked on this index.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
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| Active Estate Planning Solutions LtdEdinburgh · Est. 2018 | 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 Fundamental Planning (Uk) 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.