Financial Index › IFA Index › Interface Estate Planning Ltd
Interface Estate Planning Ltd
IFA Financial Advisers · Birmingham · Est. 2024
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Company Registration Details
| Registered company name | Interface Estate Planning Ltd |
| Companies House number | 15785638 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 122 Hamstead Hall Road, B20 1JB |
| City / Region | Birmingham |
| Date incorporated | 2024 |
| Years trading | 2 years |
| CH status | Active |
| Specialism | Recorded activity: 74909 |
| Index status | Claim this listing → |
About Interface Estate Planning Ltd
Incorporated in 2024, Interface 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.
It is one of 48 ifa financial advisers listed in Birmingham 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
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
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 Birmingham
| Asc Financial Advisers LimitedBirmingham · Est. 2012 | View → |
| Premier Estate Planning LimitedBirmingham · Est. 2017 | View → |
| Crystal Wills And Estate Planning LtdBirmingham · Est. 2020 | View → |
| Claritas Tax Advisers LimitedBirmingham · Est. 2019 | 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 Interface 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.