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Ethical Energy Savings Expertise Ltd

IFA Financial Advisers · Warrington · Est. 2013

13 years

Active Trading

Active

CH Status

08745694

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Ethical Energy Savings Expertise Ltd
Companies House number	08745694 →
Company type	Private Limited Company (Ltd)
Registered address	1st Floor 264 Manchester Road, WA1 3RB
City / Region	Warrington
Date incorporated	2013
Years trading	13 years
CH status	Active
Specialism	Recorded activity: 71122
Index status	Claim this listing →

About Ethical Energy Savings Expertise Ltd

Founded in 2013, Ethical Energy Savings Expertise Ltd has been active for 13 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 28 of them in Warrington.

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

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

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?

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.

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Ethical Energy Savings Expertise 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.

Ethical Energy Savings Expertise Ltd | IFA Financial Advisers | Warrington | Est. 2013