Financial Index › IFA Index › Charles-Mayo Financial Advisers Limited
Charles-Mayo Financial Advisers Limited
IFA Financial Advisers · Norwich · Est. 2023
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Company Registration Details
| Registered company name | Charles-Mayo Financial Advisers Limited |
| Companies House number | 14783064 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 2 Station Road, NR13 5LA |
| City / Region | Norwich |
| Date incorporated | 2023 |
| Years trading | 3 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers), 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Charles-Mayo Financial Advisers Limited
Incorporated in 2023, Charles-Mayo Financial Advisers Limited 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.
Norwich accounts for 21 of the 1663 ifa financial advisers tracked on this index.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Norwich
| The Ethical Comparison Company LimitedNorwich · Est. 2011 | View → |
| Norfolk Financial Planning LtdNorwich · Est. 2016 | View → |
| Martin Smith Independent Financial Adviser LtdNorwich · Est. 2018 | View → |
| Zova Financial And Tax Advisers LtdNorwich · Est. 2025 | 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 Charles-Mayo Financial Advisers 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.