Financial Index › IFA Index › Kalon Estate Planning Ltd
Kalon Estate Planning Ltd
IFA Financial Advisers · London · Est. 2022
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Company Registration Details
| Registered company name | Kalon Estate Planning Ltd |
| Companies House number | 14062684 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 1 Cornhill, EC3V 3ND |
| City / Region | London |
| Date incorporated | 2022 |
| Years trading | 4 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Kalon Estate Planning Ltd
Incorporated in 2022, Kalon 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Kalon 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.