Financial Index › IFA Index › Arbutus Wealth Management (Awm) Ltd
Arbutus Wealth Management (Awm) Ltd
IFA Financial Advisers · Hertford, Rest of UK · Est. 2010
📞 Contact Details
Phone, email and website shown on claimed listings. 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 name | Arbutus Wealth Management (Awm) Ltd |
| Companies House number | 07133907 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 11-13 Church Street, SG14 1EJ |
| City / Region | Hertford, Rest of UK |
| Date incorporated | 2010 |
| Years trading | 16 years |
| CH status | Active |
| Specialism | Recorded activity: 64922, 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Arbutus Wealth Management (Awm) Ltd
Founded in 2010, Arbutus Wealth Management (Awm) Ltd 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 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
What IFA Financial Advisers Do
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Hertford
| My Later Life Planning LimitedHertford · Est. 2024 | View → |
| Knighthood Financial Advisers LtdHertford · Est. 2014 | View → |
| Offshore Estate Planning LtdHertford · Est. 2022 | View → |
| My Later Life LimitedHertford · Est. 2024 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
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 Arbutus Wealth Management (Awm) Ltd 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.