Financial Index › IFA Index › Berkshire Financial Planning Ltd

IFA Financial Advisers UNCLAIMED LISTING

Berkshire Financial Planning Ltd

IFA Financial Advisers · Camberley, Guildford · Est. 2020

6 years

Active Trading

Active

CH Status

12668513

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Berkshire Financial Planning Ltd
Companies House number	12668513 →
Company type	Private Limited Company (Ltd)
Registered address	25 Brackendale Close, GU15 1HP
City / Region	Camberley, Guildford
Date incorporated	2020
Years trading	6 years
CH status	Active
Specialism	Recorded activity: 66190 (activities auxiliary to financial intermediation)
Index status	Claim this listing →

About Berkshire Financial Planning Ltd

Incorporated in 2020, Berkshire Financial Planning Ltd is an established firm with 6 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.

Guildford accounts for 24 of the 1663 ifa financial advisers tracked on this index.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

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?

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

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 Camberley

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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 Berkshire Financial Planning 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.

Berkshire Financial Planning Ltd | IFA Financial Advisers | Camberley | Est. 2020