Financial Index › IFA Index › David Winter Independent Financial Advisers Limited
David Winter Independent Financial Advisers Limited
IFA Financial Advisers · Chichester, Portsmouth · Est. 2007
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Company Registration Details
| Registered company name | David Winter Independent Financial Advisers Limited |
| Companies House number | 06128738 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Appledram Barns Birdham Road, PO20 7EQ |
| City / Region | Chichester, Portsmouth |
| Date incorporated | 2007 |
| Years trading | 19 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About David Winter Independent Financial Advisers Limited
Founded in 2007, David Winter Independent Financial Advisers Limited 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, 16 of them in Portsmouth.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
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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 David Winter Independent Financial Advisers 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.