Financial Index › IFA Index › Harold Stephens Estate Planning Ltd
Harold Stephens Estate Planning Ltd
IFA Financial Advisers · Bristol · Est. 2021
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Company Registration Details
| Registered company name | Harold Stephens Estate Planning Ltd |
| Companies House number | 13390419 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 50a High Street, BS9 3DZ |
| City / Region | Bristol |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Harold Stephens Estate Planning Ltd
Incorporated in 2021, Harold Stephens Estate Planning Ltd is an established firm with 5 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.
Bristol accounts for 21 of the 1663 ifa financial advisers tracked on this index.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
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
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. 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 Bristol
| Dh Estate Planning & Wills LtdBristol · Est. 2014 | View → |
| Ethical Burials LimitedBristol · Est. 2016 | View → |
| Sovereign Independent Financial Advisers LimitedBristol · Est. 2003 | View → |
| Bw Business Accountants & Advisers LimitedBristol · Est. 2021 | 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 Harold Stephens 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.