UK Independent. Sourced. Primary. · Est. 2024

Davis Investment Advisers Llp | IFA Financial Advisers | London | Est. 2015

Davis Investment Advisers Llp is a ifa financial advisers registered in London, established 2015. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Davis Investment Advisers Llp

IFA Financial Advisers · London · Est. 2015

11 years
Active Trading
Active
CH Status
OC401641
Company No
2025
Accounts to

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Company Registration Details

Registered company nameDavis Investment Advisers Llp
Companies House numberOC401641 →
Company typeLimited Liability Partnership (LLP)
Registered address34 Belsize Avenue, NW3 4AH
City / RegionLondon
Date incorporated2015
Years trading11 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Davis Investment Advisers Llp

Founded in 2015, Davis Investment Advisers Llp has been active for 11 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 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
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: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Davis Investment Advisers Llp 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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