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IFA Financial Advisers UNCLAIMED LISTING

Mcallisters Later Life Planning Limited

IFA Financial Advisers · Glasgow · Est. 2022

4 years

Active Trading

Active

CH Status

1,134

Monthly Views

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Company Registration Details

Registered company name	Mcallisters Later Life Planning Limited
Companies House number	SC728655 →
Company type	Private Limited Company (Ltd)
Registered address	Office 1 Technology House, G3 7PR
City / Region	Glasgow
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Mcallisters Later Life Planning Limited

Incorporated in 2022, Mcallisters Later Life Planning Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 20 ifa financial advisers listed in Glasgow on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

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?

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

Business Development Advisers LimitedGlasgow · Est. 1997	View →
Jls Associates Independent Financial Advisers LimitedGlasgow · Est. 2005	View →
Jumleap Estates & Wills Planning Private LtdGlasgow · Est. 2019	View →
Planning Matters (Uk) LimitedGlasgow · Est. 2013	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 Mcallisters Later Life Planning Limited 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.

Mcallisters Later Life Planning Limited | IFA Financial Advisers | Glasgow | Est. 2022