UK Independent. Sourced. Primary. · Est. 2024

Ellipse Accountants & Business Advisers Ltd | IFA Financial Advisers | Market Harborough | Est. 2017

Ellipse Accountants & Business Advisers Ltd is a ifa financial advisers registered in Market Harborough, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Ellipse Accountants & Business Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Ellipse Accountants & Business Advisers Ltd

IFA Financial Advisers · Market Harborough, Leicester · Est. 2017

9 years
Active Trading
Active
CH Status
10933085
Company No
2025
Accounts to

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Company Registration Details

Registered company nameEllipse Accountants & Business Advisers Ltd
Companies House number10933085 →
Company typePrivate Limited Company (Ltd)
Registered address43a St Marys Road, LE16 7DS
City / RegionMarket Harborough, Leicester
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Ellipse Accountants & Business Advisers Ltd

Incorporated in 2017, Ellipse Accountants & Business Advisers Ltd 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.

It is one of 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?
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?
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: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Ellipse Accountants & Business Advisers Ltd 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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