Financial Index › IFA Index › Proactive Estate Planning Ltd
Proactive Estate Planning Ltd
IFA Financial Advisers · London · Est. 2023
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Company Registration Details
| Registered company name | Proactive Estate Planning Ltd |
| Companies House number | 15019828 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 86-90 Paul Street, EC2A 4NE |
| City / Region | London |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 82190 |
| Index status | Claim this listing → |
About Proactive Estate Planning Ltd
Incorporated in 2023, Proactive Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
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
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
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| Expat Financial Solutions LtdLondon · Est. 2025 | 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 Proactive Estate Planning Ltd 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.