UK Independent. Sourced. Primary. · Est. 2024

The Tax Planning Service Limited | IFA Financial Advisers | Dunmow | Est. 2025

The Tax Planning Service Limited is a ifa financial advisers registered in Dunmow, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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The Tax Planning Service Limited

IFA Financial Advisers · Dunmow, Rest of UK · Est. 2025

1 year
Active Trading
Active
CH Status
16524754
Company No
n/a
Accounts to

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Company Registration Details

Registered company nameThe Tax Planning Service Limited
Companies House number16524754 →
Company typePrivate Limited Company (Ltd)
Registered addressLivermore House 46 High Street, CM6 1AW
City / RegionDunmow, Rest of UK
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About The Tax Planning Service Limited

The Tax Planning Service Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

the UK accounts for 152 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

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.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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.

Other IFA Financial Advisers in Dunmow

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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 Tax Planning Service 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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