Financial Index › IFA Index › Lincoln Estate Planning Solutions Ltd
Lincoln Estate Planning Solutions Ltd
IFA Financial Advisers · Tamworth, Birmingham · Est. 2019
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Company Registration Details
| Registered company name | Lincoln Estate Planning Solutions Ltd |
| Companies House number | 12030426 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | The Bull Pen Rock Farm Offices Seckington, B79 0LA |
| City / Region | Tamworth, Birmingham |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 70221 |
| Index status | Claim this listing → |
About Lincoln Estate Planning Solutions Ltd
Incorporated in 2019, Lincoln Estate Planning Solutions 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 48 of them in Birmingham.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Tamworth
| A1B2C3 LimitedTamworth · Est. 2022 | View → |
| Smart Inheritance Solutions LtdTamworth · Est. 2006 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Lincoln Estate Planning Solutions 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.