Financial Index › IFA Index › Genus Financial & Estate Planning Limited

IFA Financial Advisers UNCLAIMED LISTING

Genus Financial & Estate Planning Limited

IFA Financial Advisers · Maidstone · Est. 2020

6 years

Active Trading

Active

CH Status

1,076

Monthly Views

Enquiries

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company name	Genus Financial & Estate Planning Limited
Companies House number	12680267 →
Company type	Private Limited Company (Ltd)
Registered address	Trade Fair House 2 West Court Enterprise Road, ME15 6JD
City / Region	Maidstone
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index status	Claim this listing →

About Genus Financial & Estate Planning Limited

Incorporated in 2020, Genus Financial & Estate Planning Limited is an established firm with 6 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.

Maidstone accounts for 17 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Maidstone

Crevaty Tax Consultancy Uk LimitedMaidstone · Est. 2022	View →
Dha Planning Group Holdings LimitedMaidstone · Est. 2023	View →
Uk Planning And Development Services LimitedMaidstone · Est. 2019	View →
Peter Hicks Financial Advisers LimitedMaidstone · Est. 2012	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

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 Genus Financial & Estate 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.

Genus Financial & Estate Planning Limited | IFA Financial Advisers | Maidstone | Est. 2020