Financial Index › IFA Index › Abbie Taylor Independent Financial Adviser Limited

IFA Financial Advisers UNCLAIMED LISTING

Abbie Taylor Independent Financial Adviser Limited

IFA Financial Advisers · Sunderland · Est. 2025

1 year

Active Trading

Active

CH Status

16277453

Company No

n/a

Accounts to

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Company Registration Details

Registered company name	Abbie Taylor Independent Financial Adviser Limited
Companies House number	16277453 →
Company type	Private Limited Company (Ltd)
Registered address	34 Frederick Street, SR1 1LN
City / Region	Sunderland
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Abbie Taylor Independent Financial Adviser Limited

Abbie Taylor Independent Financial Adviser Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 3 of them in Sunderland.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. 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?

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?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Sunderland

Brown,Thornton & Lee Independent Financial Advisers LlpSunderland · Est. 2005

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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 Abbie Taylor Independent Financial Adviser 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.

Abbie Taylor Independent Financial Adviser Limited | IFA Financial Advisers | Sunderland | Est. 2025