Financial Index › IFA Index › Offshore Estate Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Offshore Estate Planning Ltd

IFA Financial Advisers · Hertford, Rest of UK · Est. 2022

4 years

Active Trading

Active

CH Status

14509765

Company No

2024

Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company name	Offshore Estate Planning Ltd
Companies House number	14509765 →
Company type	Private Limited Company (Ltd)
Registered address	23 Pimlico Court Pegs Lane, SG13 8EB
City / Region	Hertford, Rest of UK
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 64301, 64306
Index status	Claim this listing →

About Offshore Estate Planning Ltd

Incorporated in 2022, Offshore Estate Planning 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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.

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?

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?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

What qualifications should an IFA have?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

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 Hertford

My Later Life Planning LimitedHertford · Est. 2024	View →
My Later Life LimitedHertford · Est. 2024	View →
Arbutus Wealth Management (Awm) LtdHertford · Est. 2010	View →
Knighthood Financial Advisers LtdHertford · Est. 2014	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Offshore 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.

Offshore Estate Planning Ltd | IFA Financial Advisers | Hertford | Est. 2022