UK Independent. Sourced. Primary. · Est. 2024

Federation Of Tax Advisers Limited | IFA Financial Advisers | London | Est. 2008

Federation Of Tax Advisers Limited is a ifa financial advisers registered in London, established 2008. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Federation Of Tax Advisers Limited

IFA Financial Advisers · London · Est. 2008

18 years
Active Trading
Active
CH Status
1,108
Monthly Views
16
Enquiries

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Company Registration Details

Registered company nameFederation Of Tax Advisers Limited
Companies House number06722981 →
Company typePrivate Limited Company (Ltd)
Registered addressCs502 Clerkenwell Workshops 27 - 31 Clerkenwell Close, EC1R 0AT
City / RegionLondon
Date incorporated2008
Years trading18 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Federation Of Tax Advisers Limited

Founded in 2008, Federation Of Tax Advisers Limited has been active for 18 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.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
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?
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?
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 Federation Of Tax Advisers 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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