UK Independent. Sourced. Primary. · Est. 2024

Ethical Etfs Limited | IFA Financial Advisers | Henley-On-Thames | Est. 2021

Ethical Etfs Limited is a ifa financial advisers registered in Henley-On-Thames, established 2021. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Ethical Etfs Limited

IFA Financial Advisers · Henley-On-Thames, Reading · Est. 2021

5 years
Active Trading
Active
CH Status
13397552
Company No
2025
Accounts to

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Company Registration Details

Registered company nameEthical Etfs Limited
Companies House number13397552 →
Company typePrivate Limited Company (Ltd)
Registered address4 Orchard Close, RG9 1HR
City / RegionHenley-On-Thames, Reading
Date incorporated2021
Years trading5 years
CH statusActive
SpecialismRecorded activity: 63990
Index statusClaim this listing →

About Ethical Etfs Limited

Incorporated in 2021, Ethical Etfs Limited is an established firm with 5 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.

Reading accounts for 23 of the 1663 ifa financial advisers tracked on this index.

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

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. 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

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
What qualifications should an IFA have?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
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 Henley-On-Thames

Davidsons Independent Financial Advisers LimitedHenley-On-Thames · Est. 2002View →

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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 Etfs Limited 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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