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IFA Financial Advisers UNCLAIMED LISTING

Old Bray Estate Planning Ltd

IFA Financial Advisers · Maidenhead, Rest of UK · Est. 2012

14 years

Active Trading

Active

CH Status

08232496

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Old Bray Estate Planning Ltd
Companies House number	08232496 →
Company type	Private Limited Company (Ltd)
Registered address	Weirbank, Bray Business Centre, Monkey Island Lane Bray, SL6 2ED
City / Region	Maidenhead, Rest of UK
Date incorporated	2012
Years trading	14 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Old Bray Estate Planning Ltd

Founded in 2012, Old Bray Estate Planning Ltd has been active for 14 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

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

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

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 Maidenhead

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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 Old Bray 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.

Old Bray Estate Planning Ltd | IFA Financial Advisers | Maidenhead | Est. 2012