UK Independent. Sourced. Primary. · Est. 2024

Ethical Equine Ltd | IFA Financial Advisers | Liss | Est. 2010

Ethical Equine Ltd is a ifa financial advisers registered in Liss, established 2010. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Ethical Equine Ltd

IFA Financial Advisers · Liss, Guildford · Est. 2010

16 years
Active Trading
Active
CH Status
07183950
Company No
2025
Accounts to

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Company Registration Details

Registered company nameEthical Equine Ltd
Companies House number07183950 →
Company typePrivate Limited Company (Ltd)
Registered addressFarm Cottage Forest Road Greatham, GU33 6HE
City / RegionLiss, Guildford
Date incorporated2010
Years trading16 years
CH statusActive
SpecialismRecorded activity: 75000
Index statusClaim this listing →

About Ethical Equine Ltd

Founded in 2010, Ethical Equine Ltd has been active for 16 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, 24 of them in Guildford.

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. Charging structures vary, but all must be disclosed and agreed before advice is given.

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?
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?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
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.

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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 Equine 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.

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