Financial Index › IFA Index › Cheltenham Independent Financial Advisers (Eot) Ltd
Cheltenham Independent Financial Advisers (Eot) Ltd
IFA Financial Advisers · Cheltenham, Gloucester · Est. 2021
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Company Registration Details
| Registered company name | Cheltenham Independent Financial Advisers (Eot) Ltd |
| Companies House number | 13675174 → |
| Company type | Private Company Limited by Guarantee |
| Registered address | 5 Royal Crescent, GL50 3DA |
| City / Region | Cheltenham, Gloucester |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 82990 (other business support services) |
| Index status | Claim this listing → |
About Cheltenham Independent Financial Advisers (Eot) Ltd
Incorporated in 2021, Cheltenham Independent Financial Advisers (Eot) Ltd is an established firm with 5 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.
Gloucester accounts for 22 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
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Cheltenham
| Ethical And Environmental Screening Services LimitedCheltenham · Est. 1998 | View → |
| Ethical Direct LtdCheltenham · Est. 2011 | View → |
| Ethical Investors (Uk) LimitedCheltenham · Est. 1993 | View → |
| Ethical Addictions LtdCheltenham · Est. 2006 | View → |
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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 Cheltenham Independent Financial Advisers (Eot) Ltd 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.