Financial Index › IFA Index › Gj Estate Planning Limited
Gj Estate Planning Limited
IFA Financial Advisers · Stratford-Upon-Avon, Coventry · Est. 2022
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Company Registration Details
| Registered company name | Gj Estate Planning Limited |
| Companies House number | 14170746 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 13 The Courtyard Timothy's Bridge Road, CV37 9NP |
| City / Region | Stratford-Upon-Avon, Coventry |
| Date incorporated | 2022 |
| Years trading | 4 years |
| CH status | Active |
| Specialism | Recorded activity: 70229 (management consultancy) |
| Index status | Claim this listing → |
About Gj Estate Planning Limited
Incorporated in 2022, Gj Estate Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
Coventry accounts for 27 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.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Stratford-Upon-Avon
| Warwickshire Financial LtdStratford-Upon-Avon · Est. 2016 | View → |
| Berkeley Associates Tax Advisers LimitedStratford-Upon-Avon · Est. 2004 | 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 Gj Estate Planning Limited 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.