Financial Index › IFA Index › Financial Inclusion Services (Yorkshire) Ltd
Financial Inclusion Services (Yorkshire) Ltd
IFA Financial Advisers · Sheffield · Est. 2004
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Company Registration Details
| Registered company name | Financial Inclusion Services (Yorkshire) Ltd |
| Companies House number | 05239863 → |
| Company type | Private Company Limited by Guarantee |
| Registered address | 35 Townhead Street, S1 2EB |
| City / Region | Sheffield |
| Date incorporated | 2004 |
| Years trading | 22 years |
| CH status | Active |
| Specialism | Recorded activity: 63990, 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Financial Inclusion Services (Yorkshire) Ltd
Founded in 2004, Financial Inclusion Services (Yorkshire) Ltd has been active for 22 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, 25 of them in Sheffield.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
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.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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| Shepherd Independent Financial Advisers LimitedSheffield · Est. 2005 | View → |
| Ludlam Wills And Estate Planning LtdSheffield · Est. 2021 | 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 Inclusion Services (Yorkshire) Ltd 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.