UK Independent. Sourced. Primary. · Est. 2024

Asset Inheritance Ltd | IFA Financial Advisers | Uxbridge | Est. 2025

Asset Inheritance Ltd is a ifa financial advisers registered in Uxbridge, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Asset Inheritance Ltd

IFA Financial Advisers · Uxbridge, London · Est. 2025

1 year
Active Trading
Active
CH Status
16578942
Company No
n/a
Accounts to

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Company Registration Details

Registered company nameAsset Inheritance Ltd
Companies House number16578942 →
Company typePrivate Limited Company (Ltd)
Registered address19 Jacks Lane, UB9 6HE
City / RegionUxbridge, London
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 62020, 63110
Index statusClaim this listing →

About Asset Inheritance Ltd

Asset Inheritance Ltd was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
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?
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.

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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 Asset Inheritance 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.

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