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IFA Financial Advisers UNCLAIMED LISTING

New Horizons Estate Planning Ltd

IFA Financial Advisers · York · Est. 2025

1 year

Active Trading

Active

CH Status

16435477

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	New Horizons Estate Planning Ltd
Companies House number	16435477 →
Company type	Private Limited Company (Ltd)
Registered address	102 East Parade Heworth, YO31 7YH
City / Region	York
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 99999
Index status	Claim this listing →

About New Horizons Estate Planning Ltd

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

York accounts for 19 of the 1663 ifa financial advisers tracked on this index.

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. 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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

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

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

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

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in York

Ethical Apothecary LtdYork · Est. 2017	View →
Jorvik Estate Planning LtdYork · Est. 2026	View →
Minster Wills And Estate Planning LtdYork · Est. 2021	View →
Ware & Kay Financial Services LimitedYork · Est. 2012	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 New Horizons 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.

New Horizons Estate Planning Ltd | IFA Financial Advisers | York | Est. 2025