UK Independent. Sourced. Primary. · Est. 2024

Avon Financial Advisers Limited | IFA Financial Advisers | Chorley | Est. 2002

Avon Financial Advisers Limited is a ifa financial advisers registered in Chorley, established 2002. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Avon Financial Advisers Limited

IFA Financial Advisers · Chorley, Preston · Est. 2002

24 years
Active Trading
Active
CH Status
04355884
Company No
2025
Accounts to

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Company Registration Details

Registered company nameAvon Financial Advisers Limited
Companies House number04355884 →
Company typePrivate Limited Company (Ltd)
Registered addressLancaster House Ackhurst Business Park Foxhole Road, PR7 1NY
City / RegionChorley, Preston
Date incorporated2002
Years trading24 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Avon Financial Advisers Limited

Founded in 2002, Avon Financial Advisers Limited has been active for 24 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 16 of them in Preston.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask to see a sample annual review pack before agreeing to ongoing charges.

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?
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?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Chorley

Charles Reynolds & Associates (Independent Financial Advisers) LimitedChorley · Est. 1988View →
Wingham Wyatt Financial Advisers LimitedChorley · Est. 2002View →
Perspective (North West) LimitedChorley · Est. 2003View →
Lifetime Financial Solutions (Uk) LtdChorley · Est. 2011View →

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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 Avon 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.

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