UK Independent. Sourced. Primary. · Est. 2024

Duffryn Estates & Facilities Advisers Ltd | IFA Financial Advisers | Aberdare | Est. 2010

Duffryn Estates & Facilities Advisers Ltd is a ifa financial advisers registered in Aberdare, established 2010. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Duffryn Estates & Facilities Advisers Ltd

IFA Financial Advisers · Aberdare, Cardiff · Est. 2010

16 years
Active Trading
Active
CH Status
07265092
Company No
2025
Accounts to

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Company Registration Details

Registered company nameDuffryn Estates & Facilities Advisers Ltd
Companies House number07265092 →
Company typePrivate Limited Company (Ltd)
Registered address19 Camellia Close, CF44 8YE
City / RegionAberdare, Cardiff
Date incorporated2010
Years trading16 years
CH statusActive
SpecialismRecorded activity: 81100
Index statusClaim this listing →

About Duffryn Estates & Facilities Advisers Ltd

Founded in 2010, Duffryn Estates & Facilities Advisers Ltd has been active for 16 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.

Cardiff accounts for 28 of the 1663 ifa financial advisers tracked on this index.

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

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 Duffryn Estates & Facilities Advisers Ltd 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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