Financial Index › IFA Index › Cheltenham Independent Financial Advisers Ltd
Cheltenham Independent Financial Advisers Ltd
IFA Financial Advisers · Cheltenham, Gloucester · Est. 2007
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Company Registration Details
| Registered company name | Cheltenham Independent Financial Advisers Ltd |
| Companies House number | 06308841 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 5 Royal Crescent, GL50 3DA |
| City / Region | Cheltenham, Gloucester |
| Date incorporated | 2007 |
| Years trading | 19 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation), 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Cheltenham Independent Financial Advisers Ltd
Founded in 2007, Cheltenham Independent Financial Advisers Ltd has been active for 19 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, 22 of them in Gloucester.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Cheltenham
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| Cheltenham Independent Financial Advisers (Eot) LtdCheltenham · Est. 2021 | View → |
| Marketing Support Services LimitedCheltenham · Est. 1989 | View → |
| The Ethical Investment Company LimitedCheltenham · Est. 1997 | 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 Cheltenham Independent Financial Advisers Ltd 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.