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Later Life Planning (Consultancy) Limited

IFA Financial Advisers · Dundee · Est. 2017

9 years

Active Trading

Active

CH Status

SC562679

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Later Life Planning (Consultancy) Limited
Companies House number	SC562679 →
Company type	Private Limited Company (Ltd)
Registered address	Castlecroft Business Centre Tom Johnston Road, DD4 8XD
City / Region	Dundee
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 74909
Index status	Claim this listing →

About Later Life Planning (Consultancy) Limited

Incorporated in 2017, Later Life Planning (Consultancy) Limited 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.

Dundee accounts for 4 of the 1663 ifa financial advisers tracked on this index.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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.

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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 Later Life Planning (Consultancy) 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.

Later Life Planning (Consultancy) Limited | IFA Financial Advisers | Dundee | Est. 2017