Financial Index › IFA Index › Prime Financial & Estate Planning Limited
Prime Financial & Estate Planning Limited
IFA Financial Advisers · Glasgow · Est. 2010
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Company Registration Details
| Registered company name | Prime Financial & Estate Planning Limited |
| Companies House number | SC381945 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O O'Haras, Radleigh House 1 Golf Road Clarkston, G76 7HU |
| City / Region | Glasgow |
| Date incorporated | 2010 |
| Years trading | 16 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Prime Financial & Estate Planning Limited
Founded in 2010, Prime Financial & Estate Planning Limited has been active for 16 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.
Glasgow accounts for 20 of the 1663 ifa financial advisers tracked on this index.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
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. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Glasgow
| Giraffe Business And Tax Advisers LtdGlasgow · Est. 2023 | View → |
| Nexus Estate Planning LtdGlasgow · Est. 2009 | View → |
| Inheritance Protect LtdGlasgow · Est. 2024 | View → |
| Mcallisters Later Life Planning LimitedGlasgow · Est. 2022 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Prime Financial & Estate Planning 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.