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IFA Financial Advisers UNCLAIMED LISTING

Potential Unlimited Estate Planning Limited

IFA Financial Advisers · Harrow, London · Est. 2026

N/A

Active Trading

Active

CH Status

17011339

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Potential Unlimited Estate Planning Limited
Companies House number	17011339 →
Company type	Private Limited Company (Ltd)
Registered address	155 Courtenay Avenue, HA3 6LJ
City / Region	Harrow, London
Date incorporated	2026
Years trading	N/A
CH status	Active
Specialism	Recorded activity: 82990 (other business support services)
Index status	Claim this listing →

About Potential Unlimited Estate Planning Limited

Potential Unlimited Estate Planning Limited was incorporated in 2026 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Harrow

Ethical Earth LimitedHarrow · Est. 2023	View →
Custodia Estate Planning LimitedHarrow · Est. 2020	View →
Surrey Hills Financial Management LtdHarrow · Est. 2019	View →
Active Estate Planning LimitedHarrow · Est. 2010	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 Potential Unlimited 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.

Potential Unlimited Estate Planning Limited | IFA Financial Advisers | Harrow | Est. 2026