UK Independent. Sourced. Primary. · Est. 2024

Planning And Design Group (Uk) Limited | IFA Financial Advisers | Nottingham | Est. 2012

Planning And Design Group (Uk) Limited is a ifa financial advisers registered in Nottingham, established 2012. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Planning And Design Group (Uk) Limited

IFA Financial Advisers UNCLAIMED LISTING

Planning And Design Group (Uk) Limited

IFA Financial Advisers · Nottingham · Est. 2012

14 years
Active Trading
Active
CH Status
08329904
Company No
2024
Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company namePlanning And Design Group (Uk) Limited
Companies House number08329904 →
Company typePrivate Limited Company (Ltd)
Registered addressUnit 1 Poplars Court, NG7 2RR
City / RegionNottingham
Date incorporated2012
Years trading14 years
CH statusActive
SpecialismRecorded activity: 71112
Index statusClaim this listing →

About Planning And Design Group (Uk) Limited

Founded in 2012, Planning And Design Group (Uk) Limited 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.

Nottingham accounts for 28 of the 1663 ifa financial advisers tracked on this index.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?
An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.
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?
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?
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 Nottingham

Sense Financial Advisers LtdNottingham · Est. 2019View →
Ethical Fish And Chip Co Nottingham LimitedNottingham · Est. 2024View →
East Midlands Financial Wellbeing Network CicNottingham · Est. 2025View →
North To South Wills & Estate Planning LtdNottingham · Est. 2023View →

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Planning And Design Group (Uk) 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google