Platinum Estate Planning Ltd

IFA Financial Advisers · Wolverhampton · Est. 2020

6 years

Active Trading

Active

CH Status

1,013

Monthly Views

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Company Registration Details

Registered company name	Platinum Estate Planning Ltd
Companies House number	12818902 →
Company type	Private Limited Company (Ltd)
Registered address	88 Ravenhill Drive, WV8 1BL
City / Region	Wolverhampton
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 94120
Index status	Claim this listing →

About Platinum Estate Planning Ltd

Incorporated in 2020, Platinum Estate Planning Ltd 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 16 of them in Wolverhampton.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Wolverhampton

Last Wish Wills & Estate Planning LimitedWolverhampton · Est. 2025	View →
First City Estate Agents & Town Planning LimitedWolverhampton · Est. 1987	View →
Bright Estate Planning LtdWolverhampton · Est. 2017	View →
The Estate Planning & Will Writing Firm LimitedWolverhampton · Est. 2015	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Platinum Estate Planning Ltd 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.

Platinum Estate Planning Ltd | IFA Financial Advisers | Wolverhampton | Est. 2020