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IFA Financial Advisers UNCLAIMED LISTING

Olive Tax And Estate Planning Ltd

IFA Financial Advisers · Hornchurch, London · Est. 2025

1 year

Active Trading

Active

CH Status

16700695

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Olive Tax And Estate Planning Ltd
Companies House number	16700695 →
Company type	Private Limited Company (Ltd)
Registered address	98 Hornchurch Road, RM11 1JS
City / Region	Hornchurch, London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Olive Tax And Estate Planning Ltd

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

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. 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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Hornchurch

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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 Olive Tax And 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.

Olive Tax And Estate Planning Ltd | IFA Financial Advisers | Hornchurch | Est. 2025