UK Independent. Sourced. Primary. · Est. 2024

Ethical Adviser(Uk) Ltd | IFA Financial Advisers | Sutton Coldfield | Est. 2018

Ethical Adviser(Uk) Ltd is a ifa financial advisers registered in Sutton Coldfield, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Ethical Adviser(Uk) Ltd

IFA Financial Advisers UNCLAIMED LISTING

Ethical Adviser(Uk) Ltd

IFA Financial Advisers · Sutton Coldfield, Birmingham · Est. 2018

8 years
Active Trading
Active
CH Status
11261622
Company No
2025
Accounts to

📞 Contact Details

Phone, email and website shown on claimed listings. Claim this listing →

Is this your firm? Claim this listing →

Send an Enquiry

Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.

By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.

Company Registration Details

Registered company nameEthical Adviser(Uk) Ltd
Companies House number11261622 →
Company typePrivate Limited Company (Ltd)
Registered addressElms House 2a Elms Road, B72 1JF
City / RegionSutton Coldfield, Birmingham
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 64922, 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About Ethical Adviser(Uk) Ltd

Incorporated in 2018, Ethical Adviser(Uk) Ltd is an established firm with 8 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 48 ifa financial advisers listed in Birmingham on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. 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?
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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
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?
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?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Sutton Coldfield

Cleaver Cook Consultancy LimitedSutton Coldfield · Est. 2007View →
Jordan Estate Planning LimitedSutton Coldfield · Est. 2002View →
Capital Estate Planning LimitedSutton Coldfield · Est. 2001View →
G&B Associates Independent Financial Advisers LlpSutton Coldfield · Est. 2019View →

Related Guides

Best Pension Providers UK 2026 Best ISA Accounts UK 2026
Best Savings Accounts UK 2026 UK Income Tax Calculator

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 Ethical Adviser(Uk) 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.

Get Kael Tripton in your Google feed

⭐ Add as Preferred Source on Google