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IFA Financial Advisers UNCLAIMED LISTING

Mosaic Estate Planning Limited

IFA Financial Advisers · Nottingham · Est. 2025

1 year

Active Trading

Active

CH Status

16694983

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Mosaic Estate Planning Limited
Companies House number	16694983 →
Company type	Private Limited Company (Ltd)
Registered address	1 Fairfield Street, NG13 8FB
City / Region	Nottingham
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Mosaic Estate Planning Limited

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

It is one of 28 ifa financial advisers listed in Nottingham on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

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.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. 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?

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?

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?

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 Nottingham

Community Ethical Media LtdNottingham · Est. 2004	View →
Planning And Design Group (Uk) LimitedNottingham · Est. 2012	View →
Abbey House Wills & Estate Planning LtdNottingham · Est. 2024	View →
Kids Inheritance LtdNottingham · Est. 2025	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 Mosaic Estate Planning Limited 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.

Mosaic Estate Planning Limited | IFA Financial Advisers | Nottingham | Est. 2025