Financial Index › IFA Index › The Later Life Planning Group Limited
The Later Life Planning Group Limited
IFA Financial Advisers · Morley, Leeds · Est. 2023
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Company Registration Details
| Registered company name | The Later Life Planning Group Limited |
| Companies House number | 14775678 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | First Floor 3 Cliffe Park Way Bruntcliffe Road, LS27 0RY |
| City / Region | Morley, Leeds |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified), 65110 |
| Index status | Claim this listing → |
About The Later Life Planning Group Limited
Incorporated in 2023, The Later Life Planning Group Limited is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 29 of them in Leeds.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
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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 Later Life Planning Group Limited 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.