UK Independent. Sourced. Primary. · Est. 2024

Uk Planning And Development Services Limited | IFA Financial Advisers | Maidstone | Est. 2019

Uk Planning And Development Services Limited is a ifa financial advisers registered in Maidstone, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Uk Planning And Development Services Limited

IFA Financial Advisers · Maidstone · Est. 2019

7 years
Active Trading
Active
CH Status
1,158
Monthly Views
7
Enquiries

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Company Registration Details

Registered company nameUk Planning And Development Services Limited
Companies House number12233441 →
Company typePrivate Limited Company (Ltd)
Registered addressEclipse House Eclipse Park Sittingbourne Road, ME14 3EN
City / RegionMaidstone
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64209
Index statusClaim this listing →

About Uk Planning And Development Services Limited

Incorporated in 2019, Uk Planning And Development Services Limited 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 17 of them in Maidstone.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. 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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Maidstone

Genus Financial & Estate Planning LimitedMaidstone · Est. 2020View →
Peter Hicks Financial Advisers LimitedMaidstone · Est. 2012View →
Crevaty Tax Consultancy Uk LimitedMaidstone · Est. 2022View →
Dha Planning Group Holdings LimitedMaidstone · Est. 2023View →

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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 Planning And Development Services 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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