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Phoenix Estate Planning Limited

IFA Financial Advisers · Rotherham, Sheffield · Est. 2020

6 years

Active Trading

Active

CH Status

1,047

Monthly Views

Enquiries

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Company Registration Details

Registered company name	Phoenix Estate Planning Limited
Companies House number	12909105 →
Company type	Private Limited Company (Ltd)
Registered address	Unit A2 Patrick Tobin Business Park Bolton Road Wath-Upon-Dearne, S63 7LL
City / Region	Rotherham, Sheffield
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 64306, 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Phoenix Estate Planning Limited

Incorporated in 2020, Phoenix Estate Planning Limited 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.

It is one of 25 ifa financial advisers listed in Sheffield on this index of 1663 UK firms in the category.

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

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

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 Rotherham

Abbey Lane Estate Planning LimitedRotherham · Est. 2018	View →
Westworld Advisers LtdRotherham · Est. 2025	View →

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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 Phoenix Estate Planning Limited 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.

Phoenix Estate Planning Limited | IFA Financial Advisers | Rotherham | Est. 2020