Financial Index › IFA Index › Planning Matters (Uk) Limited
Planning Matters (Uk) Limited
IFA Financial Advisers · Glasgow · Est. 2013
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Company Registration Details
| Registered company name | Planning Matters (Uk) Limited |
| Companies House number | SC440688 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 27 Ingram Street, G1 1HA |
| City / Region | Glasgow |
| Date incorporated | 2013 |
| Years trading | 13 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Planning Matters (Uk) Limited
Founded in 2013, Planning Matters (Uk) Limited has been active for 13 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.
It is one of 20 ifa financial advisers listed in Glasgow on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
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. Probe the review process: what is assessed annually and what triggers advice between reviews.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
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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 Planning Matters (Uk) 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.