UK Independent. Sourced. Primary. · Est. 2024

Blackstone Independent Financial Advisers (Midlands) Limited | IFA Financial Advisers | Pershore | Est. 2012

Blackstone Independent Financial Advisers (Midlands) Limited is a ifa financial advisers registered in Pershore, established 2012. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Blackstone Independent Financial Advisers (Midlands) Limited

IFA Financial Advisers · Pershore, Rest of UK · Est. 2012

14 years
Active Trading
Active
CH Status
08192579
Company No
2024
Accounts to

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Company Registration Details

Registered company nameBlackstone Independent Financial Advisers (Midlands) Limited
Companies House number08192579 →
Company typePrivate Limited Company (Ltd)
Registered address2a -3a Market Gate, WR10 1DZ
City / RegionPershore, Rest of UK
Date incorporated2012
Years trading14 years
CH statusActive
SpecialismRecorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index statusClaim this listing →

About Blackstone Independent Financial Advisers (Midlands) Limited

Founded in 2012, Blackstone Independent Financial Advisers (Midlands) Limited has been active for 14 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, 152 of them in the UK.

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. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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.

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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 Blackstone Independent Financial Advisers (Midlands) 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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