Financial Index › IFA Index › Greyfriars Estate Planning Ltd
Greyfriars Estate Planning Ltd
IFA Financial Advisers · Falkirk · Est. 2018
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Company Registration Details
| Registered company name | Greyfriars Estate Planning Ltd |
| Companies House number | SC611290 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O Donoghue & Co. Ltd 19a Wellside Place, FK1 5RL |
| City / Region | Falkirk |
| Date incorporated | 2018 |
| Years trading | 8 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Greyfriars Estate Planning Ltd
Incorporated in 2018, Greyfriars Estate Planning Ltd is an established firm with 8 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 5 ifa financial advisers listed in Falkirk on this index of 1663 UK firms in the category.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. 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
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Falkirk
| Estate Planning For Intermediaries LtdFalkirk · Est. 2016 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Greyfriars 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.