UK Independent. Sourced. Primary. · Est. 2024

Asset Management Financial Advisers Limited | IFA Financial Advisers | Southampton | Est. 1987

Asset Management Financial Advisers Limited is a ifa financial advisers registered in Southampton, established 1987. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Asset Management Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Asset Management Financial Advisers Limited

IFA Financial Advisers · Southampton · Est. 1987

39 years
Active Trading
Active
CH Status
02150087
Company No
2025
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 nameAsset Management Financial Advisers Limited
Companies House number02150087 →
Company typePrivate Limited Company (Ltd)
Registered address8 Gaters Mill Mansbridge Road, SO18 3HW
City / RegionSouthampton
Date incorporated1987
Years trading39 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 65202
Index statusClaim this listing →

About Asset Management Financial Advisers Limited

Established in 1987, Asset Management Financial Advisers Limited has over 39 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Southampton accounts for 16 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

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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 Southampton

R&D Tax Uk LimitedSouthampton · Est. 2008View →
Integritas Financial Advisers LimitedSouthampton · Est. 2015View →
Apw Estate Planning LtdSouthampton · Est. 2023View →
Hampshire Financial LimitedSouthampton · Est. 2011View →

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 Asset Management Financial Advisers Limited 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google