UK Independent. Sourced. Primary. · Est. 2024

Big Help Ethical Financial Services Limited | IFA Financial Advisers | Liverpool | Est. 2021

Big Help Ethical Financial Services Limited is a ifa financial advisers registered in Liverpool, established 2021. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Big Help Ethical Financial Services Limited

IFA Financial Advisers · Liverpool · Est. 2021

5 years
Active Trading
Active
CH Status
1,188
Monthly Views
16
Enquiries

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Company Registration Details

Registered company nameBig Help Ethical Financial Services Limited
Companies House number13603428 →
Company typePrivate Limited Company (Ltd)
Registered addressHope House, 212h Boaler Street, L6 6AE
City / RegionLiverpool
Date incorporated2021
Years trading5 years
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About Big Help Ethical Financial Services Limited

Incorporated in 2021, Big Help Ethical Financial Services Limited is an established firm with 5 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.

Liverpool accounts for 13 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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.

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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 Big Help Ethical Financial Services Limited 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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