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IFA Financial Advisers UNCLAIMED LISTING

Uk Planning Studio Ltd

IFA Financial Advisers · Cirencester, Gloucester · Est. 2019

7 years

Active Trading

Active

CH Status

11961812

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Uk Planning Studio Ltd
Companies House number	11961812 →
Company type	Private Limited Company (Ltd)
Registered address	Waterloo House 18 The Waterloo, GL7 2PY
City / Region	Cirencester, Gloucester
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 71112
Index status	Claim this listing →

About Uk Planning Studio Ltd

Incorporated in 2019, Uk Planning Studio 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 22 ifa financial advisers listed in Gloucester on this index of 1663 UK firms in the category.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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. 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?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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 Cirencester

The Ethical Bookkeeper LtdCirencester · Est. 2022	View →
Feather Wills & Estate Planning LimitedCirencester · Est. 2019	View →
Linden House Financial Services LimitedCirencester · Est. 1994	View →

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Uk Planning Studio 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.

Uk Planning Studio Ltd | IFA Financial Advisers | Cirencester | Est. 2019