Chris Fry (Cfo Advisory) Limited

IFA Financial Advisers · Wallasey, Chester · Est. 2013

13 years

Active Trading

Active

CH Status

08545517

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Chris Fry (Cfo Advisory) Limited
Companies House number	08545517 →
Company type	Private Limited Company (Ltd)
Registered address	The Old School 188 Liscard Road Liscard, CH44 5TN
City / Region	Wallasey, Chester
Date incorporated	2013
Years trading	13 years
CH status	Active
Specialism	Recorded activity: 70221, 70229 (management consultancy)
Index status	Claim this listing →

About Chris Fry (Cfo Advisory) Limited

Founded in 2013, Chris Fry (Cfo Advisory) Limited has been active for 13 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.

It is one of 19 ifa financial advisers listed in Chester on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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.

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Probe the review process: what is assessed annually and what triggers advice between reviews.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Chris Fry (Cfo Advisory) 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.

Chris Fry (Cfo Advisory) Limited | IFA Financial Advisers | Wallasey | Est. 2013