Financial Index › IFA Index › The Ethical Estate Planners Ltd

IFA Financial Advisers UNCLAIMED LISTING

The Ethical Estate Planners Ltd

IFA Financial Advisers · Coventry · Est. 2025

1 year

Active Trading

Active

CH Status

16857379

Company No

n/a

Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? 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	The Ethical Estate Planners Ltd
Companies House number	16857379 →
Company type	Private Limited Company (Ltd)
Registered address	50 Church Lane, CV2 4AZ
City / Region	Coventry
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 82110
Index status	Claim this listing →

About The Ethical Estate Planners Ltd

The Ethical Estate Planners Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 27 ifa financial advisers listed in Coventry on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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. 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

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?

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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Coventry

Pathway Estate Planning LtdCoventry · Est. 2018	View →
Ethical Bricks LtdCoventry · Est. 2022	View →
Villemara Investment Advisers LtdCoventry · Est. 2025	View →
Freedom Wills & Estate Planning LimitedCoventry · Est. 2020	View →

Related Guides

Best Pension Providers UK 2026 →	Best ISA Accounts UK 2026 →
Best Savings Accounts UK 2026 →	UK Income Tax Calculator →

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 The Ethical Estate Planners 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.

The Ethical Estate Planners Ltd | IFA Financial Advisers | Coventry | Est. 2025