Pd Planning Uk Ltd

IFA Financial Advisers · Horsham, Redhill · Est. 2011

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Founded in 2011, Pd Planning Uk Ltd has been active for 15 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.

Redhill accounts for 13 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. 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.

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask to see a sample annual review pack before agreeing to ongoing charges.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Pd Planning Uk Ltd or any firm listed. 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.