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Reward Estate Planning Limited

IFA Financial Advisers · Leeds · Est. 2017

9 years

Active Trading

Active

CH Status

10871385

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Reward Estate Planning Limited
Companies House number	10871385 →
Company type	Private Limited Company (Ltd)
Registered address	14 Lakeland Drive, LS17 7PH
City / Region	Leeds
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Reward Estate Planning Limited

Incorporated in 2017, Reward Estate Planning Limited is an established firm with 9 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.

It is one of 29 ifa financial advisers listed in Leeds on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask to see a sample annual review pack before agreeing to ongoing charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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.

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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 Reward 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.

Reward Estate Planning Limited | IFA Financial Advisers | Leeds | Est. 2017