UK Independent. Sourced. Primary. · Est. 2024

It'S Time Estate Planning Limited | IFA Financial Advisers | Bury | Est. 2023

It'S Time Estate Planning Limited is a ifa financial advisers registered in Bury, established 2023. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

It'S Time Estate Planning Limited

IFA Financial Advisers · Bury, Bolton · Est. 2023

3 years
Active Trading
Active
CH Status
15133379
Company No
2025
Accounts to

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Company Registration Details

Registered company nameIt'S Time Estate Planning Limited
Companies House number15133379 →
Company typePrivate Limited Company (Ltd)
Registered address9 Brenton Business Complex, BL9 7BE
City / RegionBury, Bolton
Date incorporated2023
Years trading3 years
CH statusActive
SpecialismRecorded activity: 69109
Index statusClaim this listing →

About It'S Time Estate Planning Limited

Incorporated in 2023, It'S Time Estate Planning Limited 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.

Bolton accounts for 14 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

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Charging structures vary, but all must be disclosed and agreed before advice is given.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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.

Other IFA Financial Advisers in Bury

Dte Business Advisers Group LimitedBury · Est. 2012View →
Eleven (Wills & Estate Planning) LimitedBury · Est. 2006View →
Bury Financial Advisers LimitedBury · Est. 2008View →
Dak Small Business Support Services LimitedBury · Est. 2015View →

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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 It'S Time Estate Planning Limited 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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