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Ethical And Environmental Screening Services Limited

IFA Financial Advisers · Cheltenham, Gloucester · Est. 1998

28 years

Active Trading

Active

CH Status

1,003

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Company Registration Details

Registered company name	Ethical And Environmental Screening Services Limited
Companies House number	03633308 →
Company type	Private Limited Company (Ltd)
Registered address	Formal House 60 St. George's Place, GL50 3PN
City / Region	Cheltenham, Gloucester
Date incorporated	1998
Years trading	28 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Ethical And Environmental Screening Services Limited

Established in 1998, Ethical And Environmental Screening Services Limited has over 28 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Gloucester accounts for 22 of the 1663 ifa financial advisers tracked on this index.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

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?

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 Cheltenham

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Cheltenham Independent Financial Advisers (Eot) LtdCheltenham · Est. 2021	View →
Cheltenham Independent Financial Advisers LtdCheltenham · Est. 2007	View →
Ethical Direct LtdCheltenham · Est. 2011	View →

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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 And Environmental Screening Services 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.

Ethical And Environmental Screening Services Limited | IFA Financial Advisers | Cheltenham | Est. 1998