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IFA Financial Advisers UNCLAIMED LISTING

Ethical Healthcare Trustees Limited

IFA Financial Advisers · Newcastle Upon Tyne, Newcastle · Est. 2022

4 years

Active Trading

Active

CH Status

14386272

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Ethical Healthcare Trustees Limited
Companies House number	14386272 →
Company type	Private Limited Company (Ltd)
Registered address	4 The Green, NE20 0RJ
City / Region	Newcastle Upon Tyne, Newcastle
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 62020
Index status	Claim this listing →

About Ethical Healthcare Trustees Limited

Incorporated in 2022, Ethical Healthcare Trustees Limited 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.

Newcastle accounts for 20 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

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?

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?

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 Newcastle Upon Tyne

Bhg Tax Advisers LimitedNewcastle Upon Tyne · Est. 2013	View →
Reeves Independent Wills And Estate Planning Ltd.Newcastle Upon Tyne · Est. 2013	View →
Protect365 Wills And Estate Planning LtdNewcastle Upon Tyne · Est. 2019	View →
Cfs Independent Financial Advisers LimitedNewcastle Upon Tyne · Est. 2017	View →

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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 Healthcare Trustees 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.

Ethical Healthcare Trustees Limited | IFA Financial Advisers | Newcastle Upon Tyne | Est. 2022