UK Independent. Sourced. Primary. · Est. 2024

Andrew Bourne & Co Independent Financial Advisers Limited | IFA Financial Advisers | Leicester | Est. 2010

Andrew Bourne & Co Independent Financial Advisers Limited is a ifa financial advisers registered in Leicester, established 2010. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Andrew Bourne & Co Independent Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Andrew Bourne & Co Independent Financial Advisers Limited

IFA Financial Advisers · Leicester · Est. 2010

16 years
Active Trading
Active
CH Status
07383187
Company No
2026
Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company nameAndrew Bourne & Co Independent Financial Advisers Limited
Companies House number07383187 →
Company typePrivate Limited Company (Ltd)
Registered addressRegent House 1 Stoughton Road Oadby, LE2 4DS
City / RegionLeicester
Date incorporated2010
Years trading16 years
CH statusActive
SpecialismRecorded activity: 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Andrew Bourne & Co Independent Financial Advisers Limited

Founded in 2010, Andrew Bourne & Co Independent Financial Advisers Limited has been active for 16 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
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?
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 Leicester

Gateway Financial Advisers (Uk) LtdLeicester · Est. 2010View →
Lbp Estate Planning LimitedLeicester · Est. 2008View →
Rutland Wills And Estate Planning LimitedLeicester · Est. 2018View →
Legacy Estate Planning LimitedLeicester · Est. 2013View →

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Andrew Bourne & Co Independent Financial 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google