Mmr Financial Planning (Midlands) Limited

IFA Financial Advisers · Kingswinford, Dudley · Est. 2000

26 years

Active Trading

Active

CH Status

1,133

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Company Registration Details

Registered company name	Mmr Financial Planning (Midlands) Limited
Companies House number	04106358 →
Company type	Private Limited Company (Ltd)
Registered address	458a High Street, DY6 8AW
City / Region	Kingswinford, Dudley
Date incorporated	2000
Years trading	26 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Mmr Financial Planning (Midlands) Limited

Established in 2000, Mmr Financial Planning (Midlands) Limited has over 26 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Dudley accounts for 15 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ask to see a sample annual review pack before agreeing to ongoing charges.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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?

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?

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.

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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 Mmr Financial Planning (Midlands) 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.

Mmr Financial Planning (Midlands) Limited | IFA Financial Advisers | Kingswinford | Est. 2000