Financial Index › IFA Index › Uk Estate Planning Ltd
Uk Estate Planning Ltd
IFA Financial Advisers · Oakham, Leicester · Est. 2019
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Company Registration Details
| Registered company name | Uk Estate Planning Ltd |
| Companies House number | 12292710 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 6 The Range 6 The Range, LE15 7EB |
| City / Region | Oakham, Leicester |
| Date incorporated | 2019 |
| Years trading | 7 years |
| CH status | Active |
| Specialism | Recorded activity: 70221 |
| Index status | Claim this listing → |
About Uk Estate Planning Ltd
Incorporated in 2019, Uk Estate Planning Ltd is an established firm with 7 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 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
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.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Oakham
| James & James Financial Advisers LimitedOakham · Est. 2010 | View → |
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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 Uk Estate Planning Ltd 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.