Financial Index › IFA Index › Inheritance Protect Ltd
Inheritance Protect Ltd
IFA Financial Advisers · Glasgow · Est. 2024
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Company Registration Details
| Registered company name | Inheritance Protect Ltd |
| Companies House number | SC819507 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 505 Great Western Road, G12 8HN |
| City / Region | Glasgow |
| Date incorporated | 2024 |
| Years trading | 2 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Inheritance Protect Ltd
Incorporated in 2024, Inheritance Protect 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 20 ifa financial advisers listed in Glasgow 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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Glasgow
| Mclean Estate Planning LtdGlasgow · Est. 2024 | View → |
| Prime Financial & Estate Planning LimitedGlasgow · Est. 2010 | View → |
| Ethical Engineering LimitedGlasgow · Est. 2024 | View → |
| Golden Eagle Estate Planning LtdGlasgow · Est. 2018 | 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 Inheritance Protect 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.