Financial Index › IFA Index › Cfs Independent Financial Advisers Limited
Cfs Independent Financial Advisers Limited
IFA Financial Advisers · Newcastle Upon Tyne, Newcastle · Est. 2017
📞 Contact Details
Phone, email and website shown on claimed listings. Claim this listing →
Send an Enquiry
Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.
By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.
Company Registration Details
| Registered company name | Cfs Independent Financial Advisers Limited |
| Companies House number | 10893142 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 2a Berwick Hill Road, NE13 6BU |
| City / Region | Newcastle Upon Tyne, Newcastle |
| Date incorporated | 2017 |
| Years trading | 9 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation) |
| Index status | Claim this listing → |
About Cfs Independent Financial Advisers Limited
Incorporated in 2017, Cfs Independent Financial Advisers Limited is an established firm with 9 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 20 of them in Newcastle.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
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.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
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.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Newcastle Upon Tyne
| Reeves Independent Wills And Estate Planning Ltd.Newcastle Upon Tyne · Est. 2013 | View → |
| Bhg Tax Advisers LimitedNewcastle Upon Tyne · Est. 2013 | View → |
| Turnleaf Later Lifestyles LimitedNewcastle Upon Tyne · Est. 2025 | View → |
| Ethical Healthcare Trustees LimitedNewcastle Upon Tyne · Est. 2022 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Cfs Independent Financial 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.