Bloom Software Ltd

IFA Financial Advisers · Peterborough, Rest of UK · Est. 2023

3 years

Active Trading

Active

CH Status

1,155

Monthly Views

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Company Registration Details

Registered company name	Bloom Software Ltd
Companies House number	15268970 →
Company type	Private Limited Company (Ltd)
Registered address	Perio Mill Cottage & Barn Fotheringhay, PE8 5HU
City / Region	Peterborough, Rest of UK
Date incorporated	2023
Years trading	3 years
CH status	Active
Specialism	Recorded activity: 62020, 62090
Index status	Claim this listing →

About Bloom Software Ltd

Incorporated in 2023, Bloom Software Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

the UK accounts for 152 of the 1663 ifa financial advisers tracked on this index.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

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.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

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?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

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?

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 Peterborough

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Liberty Estate Planning LimitedPeterborough · Est. 2014	View →
Bright Insight Estate Planning LimitedPeterborough · Est. 2016	View →
Jdb Tax And Business Advisers LimitedPeterborough · Est. 2009	View →

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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 Bloom Software 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.

Bloom Software Ltd | IFA Financial Advisers | Peterborough | Est. 2023