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Financial Adviser Bournemouth Limited

IFA Financial Advisers · Ferndown, Bournemouth · Est. 2014

12 years

Active Trading

Active

CH Status

08940804

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Financial Adviser Bournemouth Limited
Companies House number	08940804 →
Company type	Private Limited Company (Ltd)
Registered address	Arena Business Centre 9 Nimrod Way, BH21 7UH
City / Region	Ferndown, Bournemouth
Date incorporated	2014
Years trading	12 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Financial Adviser Bournemouth Limited

Founded in 2014, Financial Adviser Bournemouth Limited has been active for 12 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, 16 of them in Bournemouth.

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

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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.

Other IFA Financial Advisers in Ferndown

Bowman Estate Planning LtdFerndown · Est. 2015	View →
Financial Adviser Dorset LimitedFerndown · Est. 2020	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 Financial Adviser Bournemouth 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.

Financial Adviser Bournemouth Limited | IFA Financial Advisers | Ferndown | Est. 2014