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Later Life Planning Today Ltd

IFA Financial Advisers · Glasgow · Est. 2019

7 years

Active Trading

Active

CH Status

SC631460

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Later Life Planning Today Ltd
Companies House number	SC631460 →
Company type	Private Limited Company (Ltd)
Registered address	16 Ladeside Drive, G65 0JW
City / Region	Glasgow
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 70229 (management consultancy)
Index status	Claim this listing →

About Later Life Planning Today Ltd

Incorporated in 2019, Later Life Planning Today 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.

Glasgow accounts for 20 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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?

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.

Other IFA Financial Advisers in Glasgow

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North West Financial Advisers LimitedGlasgow · Est. 2017	View →
Green Tax Planning LpGlasgow · Est. 2015	View →
Inheritance Legal Trustees LimitedGlasgow · Est. 2017	View →

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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 Today Ltd 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 Today Ltd | IFA Financial Advisers | Glasgow | Est. 2019