Financial Index › IFA Index › Dte Business Advisers Group Limited

IFA Financial Advisers UNCLAIMED LISTING

Dte Business Advisers Group Limited

IFA Financial Advisers · Bury, Bolton · Est. 2012

14 years

Active Trading

Active

CH Status

07945270

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Dte Business Advisers Group Limited
Companies House number	07945270 →
Company type	Private Limited Company (Ltd)
Registered address	The Exchange 5 Bank Street, BL9 0DN
City / Region	Bury, Bolton
Date incorporated	2012
Years trading	14 years
CH status	Active
Specialism	Recorded activity: 64209
Index status	Claim this listing →

About Dte Business Advisers Group Limited

Founded in 2012, Dte Business Advisers Group Limited has been active for 14 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 14 ifa financial advisers listed in Bolton on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. 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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Dte Business Advisers Group 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.

Dte Business Advisers Group Limited | IFA Financial Advisers | Bury | Est. 2012