UK Independent. Sourced. Primary. · Est. 2024

Health Planning & Delivery Uk Ltd | IFA Financial Advisers | London | Est. 2024

Health Planning & Delivery Uk Ltd is a ifa financial advisers registered in London, established 2024. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Health Planning & Delivery Uk Ltd

IFA Financial Advisers · London · Est. 2024

2 years
Active Trading
Active
CH Status
16050286
Company No
2025
Accounts to

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Company Registration Details

Registered company nameHealth Planning & Delivery Uk Ltd
Companies House number16050286 →
Company typePrivate Limited Company (Ltd)
Registered address5 Brayford Square, E1 0SG
City / RegionLondon
Date incorporated2024
Years trading2 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Health Planning & Delivery Uk Ltd

Incorporated in 2024, Health Planning & Delivery Uk 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.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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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 Health Planning & Delivery Uk 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.

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