UK Independent. Sourced. Primary. · Est. 2024

Colibri Small Business Academy Ltd | IFA Financial Advisers | Leighton Buzzard | Est. 2022

Colibri Small Business Academy Ltd is a ifa financial advisers registered in Leighton Buzzard, established 2022. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Colibri Small Business Academy Ltd

IFA Financial Advisers · Leighton Buzzard, Rest of UK · Est. 2022

4 years
Active Trading
Active
CH Status
14419677
Company No
2025
Accounts to

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Company Registration Details

Registered company nameColibri Small Business Academy Ltd
Companies House number14419677 →
Company typePrivate Limited Company (Ltd)
Registered address105 Harrow Road, LU7 4UG
City / RegionLeighton Buzzard, Rest of UK
Date incorporated2022
Years trading4 years
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About Colibri Small Business Academy Ltd

Incorporated in 2022, Colibri Small Business Academy Ltd 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.

It is one of 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
What happens if I receive bad financial advice from an IFA?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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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 Colibri Small Business Academy 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.

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