UK Independent. Sourced. Primary. · Est. 2024

Global Tax Reclaim (Uk) Limited | IFA Financial Advisers | London | Est. 2018

Global Tax Reclaim (Uk) Limited is a ifa financial advisers registered in London, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Global Tax Reclaim (Uk) Limited

IFA Financial Advisers UNCLAIMED LISTING

Global Tax Reclaim (Uk) Limited

IFA Financial Advisers · London · Est. 2018

8 years
Active Trading
Active
CH Status
11723624
Company No
2024
Accounts to

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Company Registration Details

Registered company nameGlobal Tax Reclaim (Uk) Limited
Companies House number11723624 →
Company typePrivate Limited Company (Ltd)
Registered address124 City Road, EC1V 2NX
City / RegionLondon
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 70229 (management consultancy)
Index statusClaim this listing →

About Global Tax Reclaim (Uk) Limited

Incorporated in 2018, Global Tax Reclaim (Uk) Limited is an established firm with 8 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

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

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.

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

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.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Global Tax Reclaim (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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