Financial Index › IFA Index › C B Hall (Independent Financial Adviser) Limited

IFA Financial Advisers UNCLAIMED LISTING

C B Hall (Independent Financial Adviser) Limited

IFA Financial Advisers · Bromsgrove, Birmingham · Est. 2019

7 years

Active Trading

Active

CH Status

11798798

Company No

2026

Accounts to

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Company Registration Details

Registered company name	C B Hall (Independent Financial Adviser) Limited
Companies House number	11798798 →
Company type	Private Limited Company (Ltd)
Registered address	12 The Courtyard Buntsford Drive, B60 3DJ
City / Region	Bromsgrove, Birmingham
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 65110, 65300
Index status	Claim this listing →

About C B Hall (Independent Financial Adviser) Limited

Incorporated in 2019, C B Hall (Independent Financial Adviser) Limited is an established firm with 7 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.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Charging structures vary, but all must be disclosed and agreed before advice is given.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

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?

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 Bromsgrove

Mulberry Independent Financial Advisers LimitedBromsgrove · Est. 2006	View →
Ethical First LimitedBromsgrove · Est. 2004	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 C B Hall (Independent Financial Adviser) 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.

C B Hall (Independent Financial Adviser) Limited | IFA Financial Advisers | Bromsgrove | Est. 2019