UK Independent. Sourced. Primary. · Est. 2024

Derbyshire Independent Financial Services Limited | IFA Financial Advisers | Derby | Est. 2017

Derbyshire Independent Financial Services Limited is a ifa financial advisers registered in Derby, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Derbyshire Independent Financial Services Limited

IFA Financial Advisers · Derby · Est. 2017

9 years
Active Trading
Active
CH Status
10749568
Company No
2025
Accounts to

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Company Registration Details

Registered company nameDerbyshire Independent Financial Services Limited
Companies House number10749568 →
Company typePrivate Limited Company (Ltd)
Registered address10 Abbeyfields Close, DE22 1JS
City / RegionDerby
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Derbyshire Independent Financial Services Limited

Incorporated in 2017, Derbyshire Independent Financial Services Limited is an established firm with 9 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 12 of them in Derby.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
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.

Other IFA Financial Advisers in Derby

Accountancy & Advice For Small Businesses LimitedDerby · Est. 1993View →
Crystal Clear Wills & Estate Planning LtdDerby · Est. 2026View →
Future Perfect Financial Planning (Uk) LimitedDerby · Est. 2004View →
Blueprint Financial Services (Midlands) LimitedDerby · Est. 2011View →

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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 Derbyshire Independent Financial Services 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.

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