Rk Estate Planning Limited

IFA Financial Advisers · Enderby, Leicester · Est. 2021

5 years

Active Trading

Active

CH Status

1,130

Monthly Views

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Company Registration Details

Registered company name	Rk Estate Planning Limited
Companies House number	13154951 →
Company type	Private Limited Company (Ltd)
Registered address	Unit 24 King Street Buildings, LE19 4NT
City / Region	Enderby, Leicester
Date incorporated	2021
Years trading	5 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Rk Estate Planning Limited

Incorporated in 2021, Rk Estate Planning Limited is an established firm with 5 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.

Leicester accounts for 30 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Rk 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.

Rk Estate Planning Limited | IFA Financial Advisers | Enderby | Est. 2021