UK Independent. Sourced. Primary. · Est. 2024

Active Financial Advisers Ltd | IFA Financial Advisers | Abergavenny | Est. 2019

Active Financial Advisers Ltd is a ifa financial advisers registered in Abergavenny, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Active Financial Advisers Ltd

IFA Financial Advisers · Abergavenny, Newport · Est. 2019

7 years
Active Trading
Active
CH Status
1,186
Monthly Views
6
Enquiries

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Company Registration Details

Registered company nameActive Financial Advisers Ltd
Companies House number12307130 →
Company typePrivate Limited Company (Ltd)
Registered address32 Monk Street, NP7 5NW
City / RegionAbergavenny, Newport
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Active Financial Advisers Ltd

Incorporated in 2019, Active Financial Advisers 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 20 of them in Newport.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
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?
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?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Abergavenny

Jp Independent Financial Advisers LtdAbergavenny · Est. 2019View →

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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 Active Financial Advisers 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.

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