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Intrinsic Estate Planning Ltd

IFA Financial Advisers · Wolverhampton · Est. 2025

1 year

Active Trading

Active

CH Status

16165607

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Intrinsic Estate Planning Ltd
Companies House number	16165607 →
Company type	Private Limited Company (Ltd)
Registered address	62-70 Tettenhall Road, WV1 4TH
City / Region	Wolverhampton
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Intrinsic Estate Planning Ltd

Intrinsic Estate Planning Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 16 ifa financial advisers listed in Wolverhampton on this index of 1663 UK firms in the category.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

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.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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.

Other IFA Financial Advisers in Wolverhampton

The Estate Planning & Will Writing Firm LimitedWolverhampton · Est. 2015	View →
Sterling Financial Advisers LimitedWolverhampton · Est. 2001	View →
Life Protect Uk Financial Services LtdWolverhampton · Est. 2016	View →
Platinum Estate Planning LtdWolverhampton · Est. 2020	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 Intrinsic 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.

Intrinsic Estate Planning Ltd | IFA Financial Advisers | Wolverhampton | Est. 2025