UK Independent. Sourced. Primary. · Est. 2024

Esg Ethical Investments Limited | IFA Financial Advisers | Eastleigh | Est. 2019

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

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Esg Ethical Investments Limited

IFA Financial Advisers · Eastleigh, Southampton · Est. 2019

7 years
Active Trading
Active
CH Status
12061880
Company No
2025
Accounts to

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Company Registration Details

Registered company nameEsg Ethical Investments Limited
Companies House number12061880 →
Company typePrivate Limited Company (Ltd)
Registered addressMerdon House, 4 The Maples Chandler's Ford, SO53 1DZ
City / RegionEastleigh, Southampton
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64205
Index statusClaim this listing →

About Esg Ethical Investments Limited

Incorporated in 2019, Esg Ethical Investments 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, 16 of them in Southampton.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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 Eastleigh

Dragonfly Wills And Estate Planning LtdEastleigh · Est. 2023View →
Esg Ethical LimitedEastleigh · Est. 2019View →

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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 Esg Ethical Investments 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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