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IFA Financial Advisers UNCLAIMED LISTING

Mp Estate Planning (Uk) Ltd

IFA Financial Advisers · Bristol · Est. 2023

3 years

Active Trading

Active

CH Status

14774020

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Mp Estate Planning (Uk) Ltd
Companies House number	14774020 →
Company type	Private Limited Company (Ltd)
Registered address	Leigh Court Business Centre Pill Road Abbots Leigh, BS8 3RA
City / Region	Bristol
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Mp Estate Planning (Uk) Ltd

Incorporated in 2023, Mp Estate Planning (Uk) Ltd 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.

Bristol accounts for 21 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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 Bristol

Dh Estate Planning & Wills LtdBristol · Est. 2014	View →
Ethical Burials LimitedBristol · Est. 2016	View →
Sunrise Independent Financial Advisers LimitedBristol · Est. 2019	View →
Aura Ethical Trading LtdBristol · Est. 2018	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 Mp Estate Planning (Uk) 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.

Mp Estate Planning (Uk) Ltd | IFA Financial Advisers | Bristol | Est. 2023