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S A Estate Planning Ltd

IFA Financial Advisers · Harrow, London · Est. 2025

1 year

Active Trading

Active

CH Status

16687709

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	S A Estate Planning Ltd
Companies House number	16687709 →
Company type	Private Limited Company (Ltd)
Registered address	C/O Kp & Co Avanata House 79 College Road, HA1 1BD
City / Region	Harrow, London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About S A Estate Planning Ltd

S A Estate Planning Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London 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

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

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.

Other IFA Financial Advisers in Harrow

Potential Unlimited Estate Planning LimitedHarrow · Est. 2026	View →
Active Estate Planning LimitedHarrow · Est. 2010	View →
Makesworth Tax Advisers LtdHarrow · Est. 2016	View →
Ethical Earth LimitedHarrow · Est. 2023	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with S A 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.

S A Estate Planning Ltd | IFA Financial Advisers | Harrow | Est. 2025