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IFA Financial Advisers UNCLAIMED LISTING

Brown,Thornton & Lee Independent Financial Advisers Llp

IFA Financial Advisers · Sunderland · Est. 2005

21 years

Active Trading

Active

CH Status

OC311071

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Brown,Thornton & Lee Independent Financial Advisers Llp
Companies House number	OC311071 →
Company type	Limited Liability Partnership (LLP)
Registered address	Unit 14 Eagle Building, SR1 2AX
City / Region	Sunderland
Date incorporated	2005
Years trading	21 years
CH status	Active
Specialism	Recorded activity: Not recorded
Index status	Claim this listing →

About Brown,Thornton & Lee Independent Financial Advisers Llp

Founded in 2005, Brown,Thornton & Lee Independent Financial Advisers Llp has been active for 21 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, 3 of them in Sunderland.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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?

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Brown,Thornton & Lee Independent Financial Advisers Llp 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.

Brown,Thornton & Lee Independent Financial Advisers Llp | IFA Financial Advisers | Sunderland | Est. 2005