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Gdi Estate Planning Ltd

IFA Financial Advisers · Chichester, Portsmouth · Est. 2017

9 years

Active Trading

Active

CH Status

10884784

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Gdi Estate Planning Ltd
Companies House number	10884784 →
Company type	Private Limited Company (Ltd)
Registered address	Demar House 14 Church Road East Wittering, PO20 8PS
City / Region	Chichester, Portsmouth
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Gdi Estate Planning Ltd

Incorporated in 2017, Gdi Estate Planning Ltd is an established firm with 9 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.

It is one of 16 ifa financial advisers listed in Portsmouth on this index of 1663 UK firms in the category.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Chichester

Shore Financial Advisers LtdChichester · Est. 2005	View →
David Winter Independent Financial Advisers LimitedChichester · Est. 2007	View →
Hamilton Law Estate Planning LtdChichester · Est. 2024	View →
Redwood Financial Advisers LtdChichester · Est. 2011	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Gdi Estate Planning Ltd or any listed firm. 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.

Gdi Estate Planning Ltd | IFA Financial Advisers | Chichester | Est. 2017