Tax Planning Ltd

IFA Financial Advisers · London · Est. 2016

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.

Founded in 2016, Tax Planning Ltd has been active for 10 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

London accounts for 417 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.

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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 Tax 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.