UK Independent. Sourced. Primary. · Est. 2024

Ethical Investors (Uk) Limited | IFA Financial Advisers | Cheltenham | Est. 1993

Ethical Investors (Uk) Limited is a ifa financial advisers registered in Cheltenham, established 1993. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Ethical Investors (Uk) Limited

IFA Financial Advisers UNCLAIMED LISTING

Ethical Investors (Uk) Limited

IFA Financial Advisers · Cheltenham, Gloucester · Est. 1993

33 years
Active Trading
Active
CH Status
1,054
Monthly Views
11
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Company Registration Details

Registered company nameEthical Investors (Uk) Limited
Companies House number02857294 →
Company typePrivate Limited Company (Ltd)
Registered addressThird Floor, Formal House 60 St. Georges Place, GL50 3PN
City / RegionCheltenham, Gloucester
Date incorporated1993
Years trading33 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Ethical Investors (Uk) Limited

Established in 1993, Ethical Investors (Uk) Limited has over 33 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

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
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?
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.

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Acg Wills & Estate Planning LtdCheltenham · Est. 2019View →
Cheltenham Independent Financial Advisers LtdCheltenham · Est. 2007View →

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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 Investors (Uk) 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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