UK Independent. Sourced. Primary. · Est. 2024

Uk Emily Brand Planning Limited | IFA Financial Advisers | London | Est. 2021

Uk Emily Brand Planning Limited is a ifa financial advisers registered in London, established 2021. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Uk Emily Brand Planning Limited

IFA Financial Advisers · London · Est. 2021

5 years
Active Trading
Active
CH Status
13147634
Company No
2022
Accounts to

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Company Registration Details

Registered company nameUk Emily Brand Planning Limited
Companies House number13147634 →
Company typePrivate Limited Company (Ltd)
Registered address39-41 Chase Business Centre Chase Side, N14 5BP
City / RegionLondon
Date incorporated2021
Years trading5 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Uk Emily Brand Planning Limited

Incorporated in 2021, Uk Emily Brand Planning Limited is an established firm with 5 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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.

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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 Uk Emily Brand Planning 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.

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