Financial Index › IFA Index › Plan With Neil Estate Planning Limited
Plan With Neil Estate Planning Limited
IFA Financial Advisers · Coventry · Est. 2025
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Company Registration Details
| Registered company name | Plan With Neil Estate Planning Limited |
| Companies House number | 16568174 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 37 St. Ives Road, CV2 5FY |
| City / Region | Coventry |
| Date incorporated | 2025 |
| Years trading | 1 year |
| CH status | Active |
| Specialism | Recorded activity: 74909 |
| Index status | Claim this listing → |
About Plan With Neil Estate Planning Limited
Plan With Neil Estate Planning Limited was incorporated in 2025 and is registered as an active company on the Companies House register.
Coventry accounts for 27 of the 1663 ifa financial advisers tracked on this index.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Coventry
| Later Life Lending Experts LimitedCoventry · Est. 2024 | View → |
| Sublime Business Financial Advisers Ltd.Coventry · Est. 2011 | View → |
| Peters Financial Advisers LimitedCoventry · Est. 2022 | View → |
| Belvedere Wills & Estate Planning LimitedCoventry · Est. 2017 | View → |
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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 Plan With Neil Estate Planning Limited 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.