UK Independent. Sourced. Primary. · Est. 2024

Edinburgh Advisers Limited | IFA Financial Advisers | Edinburgh | Est. 2019

Edinburgh Advisers Limited is a ifa financial advisers registered in Edinburgh, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Edinburgh Advisers Limited

IFA Financial Advisers · Edinburgh · Est. 2019

7 years
Active Trading
Active
CH Status
SC625841
Company No
2026
Accounts to

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Company Registration Details

Registered company nameEdinburgh Advisers Limited
Companies House numberSC625841 →
Company typePrivate Limited Company (Ltd)
Registered address7a Kinellan Road, EH12 6ES
City / RegionEdinburgh
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 70229 (management consultancy)
Index statusClaim this listing →

About Edinburgh Advisers Limited

Incorporated in 2019, Edinburgh Advisers Limited is an established firm with 7 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, 18 of them in Edinburgh.

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

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
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?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
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?
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 Edinburgh

Jeffery Associates Independent Financial AdvisersEdinburgh · Est. 2004View →
Fundamental Planning (Uk) LimitedEdinburgh · Est. 2014View →
Ethical Faux LimitedEdinburgh · Est. 2023View →
Business Advisers (Sco) LimitedEdinburgh · Est. 2016View →

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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 Edinburgh Advisers Limited 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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