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IFA Financial Advisers UNCLAIMED LISTING

Krs Estate Planning Ltd

IFA Financial Advisers · Nuneaton, Coventry · Est. 2017

9 years

Active Trading

Active

CH Status

10920582

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Krs Estate Planning Ltd
Companies House number	10920582 →
Company type	Private Limited Company (Ltd)
Registered address	40 Gorse Farm Road, CV11 6TH
City / Region	Nuneaton, Coventry
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Krs Estate Planning Ltd

Incorporated in 2017, Krs Estate Planning Ltd is an established firm with 9 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.

Coventry accounts for 27 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

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

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?

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?

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?

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?

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.

Other IFA Financial Advisers in Nuneaton

Epsilon Estate Planning LimitedNuneaton · Est. 2024	View →
Key Financial Services (Midlands) LimitedNuneaton · Est. 2001	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 Krs 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.

Krs Estate Planning Ltd | IFA Financial Advisers | Nuneaton | Est. 2017