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Asc Financial Advisers Limited

IFA Financial Advisers · Birmingham · Est. 2012

14 years

Active Trading

Active

CH Status

07978737

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Asc Financial Advisers Limited
Companies House number	07978737 →
Company type	Private Limited Company (Ltd)
Registered address	46 Sundial Lane Great Barr, B43 6PE
City / Region	Birmingham
Date incorporated	2012
Years trading	14 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Asc Financial Advisers Limited

Founded in 2012, Asc Financial Advisers Limited has been active for 14 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.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Birmingham

Optimal Wills & Estate Planning LtdBirmingham · Est. 2020	View →
Premier Estate Planning LimitedBirmingham · Est. 2017	View →
Aspire Uk Tax Accountants LimitedBirmingham · Est. 2010	View →
Claritas Tax Advisers LimitedBirmingham · Est. 2019	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 Asc 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.

Asc Financial Advisers Limited | IFA Financial Advisers | Birmingham | Est. 2012