UK Independent. Sourced. Primary. · Est. 2024

Bentley Independent Financial Advisers Ltd | IFA Financial Advisers | Bridgnorth | Est. 2017

Bentley Independent Financial Advisers Ltd is a ifa financial advisers registered in Bridgnorth, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Bentley Independent Financial Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Bentley Independent Financial Advisers Ltd

IFA Financial Advisers · Bridgnorth, Wolverhampton · Est. 2017

9 years
Active Trading
Active
CH Status
11021719
Company No
2025
Accounts to

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Company Registration Details

Registered company nameBentley Independent Financial Advisers Ltd
Companies House number11021719 →
Company typePrivate Limited Company (Ltd)
Registered addressWaterloo House Castle Terrace, WV16 4AH
City / RegionBridgnorth, Wolverhampton
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 70221
Index statusClaim this listing →

About Bentley Independent Financial Advisers Ltd

Incorporated in 2017, Bentley Independent Financial Advisers Ltd is an established firm with 9 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

Wolverhampton 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. 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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
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?
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 Bridgnorth

Corporate Tax Planning LimitedBridgnorth · Est. 1988View →
West House Business Advisers LtdBridgnorth · Est. 2016View →
Mccormack Financial Advisers LtdBridgnorth · Est. 2016View →

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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 Bentley Independent Financial Advisers 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.

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