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IFA Financial Advisers UNCLAIMED LISTING

Mk Estate Planning Ltd

IFA Financial Advisers · Southend-On-Sea, Southend · Est. 2025

1 year

Active Trading

Active

CH Status

16302267

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Mk Estate Planning Ltd
Companies House number	16302267 →
Company type	Private Limited Company (Ltd)
Registered address	14a Nelson Street, SS1 1EF
City / Region	Southend-On-Sea, Southend
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Mk Estate Planning Ltd

Mk Estate Planning Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 24 of them in Southend.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

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?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Southend-On-Sea

Personal Wealth Matters (Estate Planning) LtdSouthend-On-Sea · Est. 2025	View →
Everything Taxi (Uk) LtdSouthend-On-Sea · Est. 2017	View →
Dfs Financial Services LimitedSouthend-On-Sea · Est. 2003	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 Mk 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.

Mk Estate Planning Ltd | IFA Financial Advisers | Southend-On-Sea | Est. 2025