Company Information

Get to know Direct Financial Planning UK Ltd

Established in 2005, Direct Financial Planning UK Ltd is a firm of Independent Financial Advisers (IFAs) based in East Yorkshire. The company provides face-to-face, tailored financial advice to both individual and corporate clients. Its core mission is to offer unbiased, professional, and ethical guidance to help clients achieve their financial goals. Their services cover a wide range of financial needs, including retirement planning, investment management, mortgage sourcing, and various protection policies like life insurance and critical illness cover. As an independent firm, they are not tied to any specific provider, allowing them to recommend products from the entire market.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Direct Financial Planning UK Ltd

United Kingdom

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.