Financial Index › IFA Index › Jumleap Estates & Wills Planning Private Ltd
Jumleap Estates & Wills Planning Private Ltd
IFA Financial Advisers · Glasgow · Est. 2019
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Company Registration Details
| Registered company name | Jumleap Estates & Wills Planning Private Ltd |
| Companies House number | SC640977 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Flat 2/ 1 3 Princes Street, G73 1LG |
| City / Region | Glasgow |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 63990, 69102 |
| Index status | Claim this listing → |
About Jumleap Estates & Wills Planning Private Ltd
Incorporated in 2019, Jumleap Estates & Wills Planning Private Ltd is an established firm with 7 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 20 of them in Glasgow.
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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
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
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. 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
Other IFA Financial Advisers in Glasgow
| Inheritance Protect LtdGlasgow · Est. 2024 | View → |
| Business Development Advisers LimitedGlasgow · Est. 1997 | View → |
| North West Financial Advisers LimitedGlasgow · Est. 2017 | View → |
| Golden Eagle Estate Planning LtdGlasgow · Est. 2018 | 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 Jumleap Estates & Wills Planning Private 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.