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IFA Financial Advisers UNCLAIMED LISTING

Keystone Estate Planning Limited

IFA Financial Advisers · London · Est. 2025

1 year

Active Trading

Active

CH Status

16858194

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Keystone Estate Planning Limited
Companies House number	16858194 →
Company type	Private Limited Company (Ltd)
Registered address	Suite Ra01 195-197 Wood Street, E17 3NU
City / Region	London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Keystone Estate Planning Limited

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

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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.

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Keystone Estate Planning Limited or any firm listed. 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.

Keystone Estate Planning Limited | IFA Financial Advisers | London | Est. 2025