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IFA Financial Advisers UNCLAIMED LISTING

North Yorkshire Financial Planning Ltd

IFA Financial Advisers · Wetherby, Leeds · Est. 2020

6 years

Active Trading

Active

CH Status

12970950

Company No

2026

Accounts to

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Company Registration Details

Registered company name	North Yorkshire Financial Planning Ltd
Companies House number	12970950 →
Company type	Private Limited Company (Ltd)
Registered address	Concept House 2 Cromwell Park York Road Estate, LS22 7SU
City / Region	Wetherby, Leeds
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About North Yorkshire Financial Planning Ltd

Incorporated in 2020, North Yorkshire Financial Planning Ltd is an established firm with 6 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

Leeds accounts for 29 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

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 Wetherby

Yorkshire Rose Financial Planning LtdWetherby · Est. 2017	View →
Yorkshire Financial Management LimitedWetherby · Est. 1996	View →
Hair Tax Uk LimitedWetherby · Est. 2004	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 North Yorkshire Financial 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.

North Yorkshire Financial Planning Ltd | IFA Financial Advisers | Wetherby | Est. 2020