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Apex Financial Advisers Ltd.

IFA Financial Advisers · Buckhurst Hill, London · Est. 2017

9 years

Active Trading

Active

CH Status

10678793

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Apex Financial Advisers Ltd.
Companies House number	10678793 →
Company type	Private Limited Company (Ltd)
Registered address	84a Queens Road, IG9 5BS
City / Region	Buckhurst Hill, London
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 64922, 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Apex Financial Advisers Ltd.

Incorporated in 2017, Apex Financial Advisers Ltd. is an established firm with 9 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.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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?

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?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

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 Buckhurst Hill

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Curzon Financial Advisers LtdBuckhurst Hill · Est. 2020	View →

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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 Apex 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.

Apex Financial Advisers Ltd. | IFA Financial Advisers | Buckhurst Hill | Est. 2017