UK Independent. Sourced. Primary. · Est. 2024

The European Financial Planning Association (Uk) Limited | IFA Financial Advisers | London | Est. 2003

The European Financial Planning Association (Uk) Limited is a ifa financial advisers registered in London, established 2003. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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The European Financial Planning Association (Uk) Limited

IFA Financial Advisers · London · Est. 2003

23 years
Active Trading
Active
CH Status
1,100
Monthly Views
12
Enquiries

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Company Registration Details

Registered company nameThe European Financial Planning Association (Uk) Limited
Companies House number04627247 →
Company typePrivate Company Limited by Guarantee
Registered address1st Floor 30 Old Broad Street, EC2N 1HT
City / RegionLondon
Date incorporated2003
Years trading23 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About The European Financial Planning Association (Uk) Limited

Founded in 2003, The European Financial Planning Association (Uk) Limited has been active for 23 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.

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

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. 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?
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?
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?
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.

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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 The European Financial Planning Association (Uk) 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.

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