Financial Index › IFA Index › Realistic Estate Planning Ltd
Realistic Estate Planning Ltd
IFA Financial Advisers · Loughton, London · Est. 2023
📞 Contact Details
Phone, email and website shown on claimed listings. Claim this listing →
Send an Enquiry
Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.
By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.
Company Registration Details
| Registered company name | Realistic Estate Planning Ltd |
| Companies House number | 15092141 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 9-11 High Beech Road, IG10 4BN |
| City / Region | Loughton, London |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Realistic Estate Planning Ltd
Incorporated in 2023, Realistic 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.
London accounts for 417 of the 1663 ifa financial advisers tracked on this index.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
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.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Loughton
| Calculus Accountants And Tax Advisers LimitedLoughton · Est. 2008 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Realistic 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.