UK Independent. Sourced. Primary. · Est. 2024

Complete Taxi Management Uk Limited | IFA Financial Advisers | Birmingham | Est. 2016

Complete Taxi Management Uk Limited is a ifa financial advisers registered in Birmingham, established 2016. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Complete Taxi Management Uk Limited

IFA Financial Advisers · Birmingham · Est. 2016

10 years
Active Trading
Active
CH Status
10273852
Company No
2025
Accounts to

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Company Registration Details

Registered company nameComplete Taxi Management Uk Limited
Companies House number10273852 →
Company typePrivate Limited Company (Ltd)
Registered address91 Ambleside, B32 3HX
City / RegionBirmingham
Date incorporated2016
Years trading10 years
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About Complete Taxi Management Uk Limited

Founded in 2016, Complete Taxi Management Uk Limited has been active for 10 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 48 ifa financial advisers listed in Birmingham on this index of 1663 UK firms in the category.

Register checks matter most here: statutory protections only attach to authorised firms.

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. 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

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?
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?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
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?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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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 Complete Taxi Management Uk 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.

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