UK Independent. Sourced. Primary. · Est. 2024

Future Life (Estate Planning) Ltd | IFA Financial Advisers | Norwich | Est. 2015

Future Life (Estate Planning) Ltd is a ifa financial advisers registered in Norwich, established 2015. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Future Life (Estate Planning) Ltd

IFA Financial Advisers UNCLAIMED LISTING

Future Life (Estate Planning) Ltd

IFA Financial Advisers · Norwich · Est. 2015

11 years
Active Trading
Active
CH Status
1,166
Monthly Views
7
Enquiries

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Company Registration Details

Registered company nameFuture Life (Estate Planning) Ltd
Companies House number09817034 →
Company typePrivate Limited Company (Ltd)
Registered addressAbels Cottage Doctors Hill Hevingham, NR10 5NJ
City / RegionNorwich
Date incorporated2015
Years trading11 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Future Life (Estate Planning) Ltd

Founded in 2015, Future Life (Estate Planning) Ltd has been active for 11 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 21 of them in Norwich.

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.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
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?
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?
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?
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.

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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 Future Life (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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