UK Independent. Sourced. Primary. · Est. 2024

Ethical Ai Group Ltd | IFA Financial Advisers | Kendal | Est. 2023

Ethical Ai Group Ltd is a ifa financial advisers registered in Kendal, established 2023. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Ethical Ai Group Ltd

IFA Financial Advisers · Kendal, Lancaster · Est. 2023

3 years
Active Trading
Active
CH Status
14931860
Company No
2025
Accounts to

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Company Registration Details

Registered company nameEthical Ai Group Ltd
Companies House number14931860 →
Company typePrivate Limited Company (Ltd)
Registered addressBooksmart Accounting C/O Brown & Co Murley Moss Business Park Oxenholme Road, LA9 7RL
City / RegionKendal, Lancaster
Date incorporated2023
Years trading3 years
CH statusActive
SpecialismRecorded activity: 62090
Index statusClaim this listing →

About Ethical Ai Group Ltd

Incorporated in 2023, Ethical Ai Group Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 5 ifa financial advisers listed in Lancaster on this index of 1663 UK firms in the category.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?
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?
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?
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.

Other IFA Financial Advisers in Kendal

Regenerative Accounting LtdKendal · Est. 2011View →

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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 Ethical Ai Group 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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