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IFA Financial Advisers UNCLAIMED LISTING

Jorvik Estate Planning Ltd

IFA Financial Advisers · York · Est. 2026

N/A

Active Trading

Active

CH Status

16944493

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Jorvik Estate Planning Ltd
Companies House number	16944493 →
Company type	Private Limited Company (Ltd)
Registered address	Oak Mere Sykehead Lane Nawton, YO62 7SA
City / Region	York
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Jorvik Estate Planning Ltd

Jorvik Estate Planning Ltd was incorporated in 2026 and is registered as an active company on the Companies House register.

York accounts for 19 of the 1663 ifa financial advisers tracked on this index.

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.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask to see a sample annual review pack before agreeing to ongoing charges.

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?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

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?

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in York

Minster Wills And Estate Planning LtdYork · Est. 2021	View →
Ethical Apothecary LtdYork · Est. 2017	View →
Just Uk Estates Planning LimitedYork · Est. 2015	View →
Ware & Kay Financial Services LimitedYork · Est. 2012	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 Jorvik 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.

Jorvik Estate Planning Ltd | IFA Financial Advisers | York | Est. 2026