Harvest Estate Planning Ltd

IFA Financial Advisers · Burnham-On-Sea, Rest of UK · Est. 2022

4 years

Active Trading

Active

CH Status

14189525

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Harvest Estate Planning Ltd
Companies House number	14189525 →
Company type	Private Limited Company (Ltd)
Registered address	19 Victoria Street, TA8 1AL
City / Region	Burnham-On-Sea, Rest of UK
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Harvest Estate Planning Ltd

Incorporated in 2022, Harvest Estate Planning Ltd 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.

the UK accounts for 152 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

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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.

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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 Harvest Estate Planning Ltd 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.

Harvest Estate Planning Ltd | IFA Financial Advisers | Burnham-On-Sea | Est. 2022