Financial Index › IFA Index › Casson Beckman Business And Tax Advisers Limited
Casson Beckman Business And Tax Advisers Limited
IFA Financial Advisers · Walsall · Est. 2004
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Company Registration Details
| Registered company name | Casson Beckman Business And Tax Advisers Limited |
| Companies House number | 05122865 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Azzurri House Walsall Road Aldridge, WS9 0RB |
| City / Region | Walsall |
| Date incorporated | 2004 |
| Years trading | 22 years |
| CH status | Active |
| Specialism | Recorded activity: 99999 |
| Index status | Claim this listing → |
About Casson Beckman Business And Tax Advisers Limited
Founded in 2004, Casson Beckman Business And Tax Advisers Limited has been active for 22 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, 7 of them in Walsall.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
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
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Casson Beckman Business And Tax Advisers 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.