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Acuity Real Estate Advisers Limited

IFA Financial Advisers · Cardiff · Est. 2019

7 years

Active Trading

Active

CH Status

1,048

Monthly Views

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Company Registration Details

Registered company name	Acuity Real Estate Advisers Limited
Companies House number	12017478 →
Company type	Private Limited Company (Ltd)
Registered address	3 Assembly Square Britannia Quay, CF10 4PL
City / Region	Cardiff
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 69102
Index status	Claim this listing →

About Acuity Real Estate Advisers Limited

Incorporated in 2019, Acuity Real Estate Advisers 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.

It is one of 28 ifa financial advisers listed in Cardiff on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Cardiff

Na Financial LtdCardiff · Est. 2026	View →
Cornerstone Will & Estate Planning LimitedCardiff · Est. 2025	View →
Saglobal (Europe) LtdCardiff · Est. 2002	View →
Parkmore Estate Planning LimitedCardiff · Est. 2018	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 Acuity Real Estate Advisers 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.

Acuity Real Estate Advisers Limited | IFA Financial Advisers | Cardiff | Est. 2019