UK Independent. Sourced. Primary. · Est. 2024

Grant Jones Tax Advisers Ltd | IFA Financial Advisers | Camberley | Est. 2015

Grant Jones Tax Advisers Ltd is a ifa financial advisers registered in Camberley, established 2015. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Grant Jones Tax Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Grant Jones Tax Advisers Ltd

IFA Financial Advisers · Camberley, Guildford · Est. 2015

11 years
Active Trading
Active
CH Status
09639840
Company No
2025
Accounts to

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Company Registration Details

Registered company nameGrant Jones Tax Advisers Ltd
Companies House number09639840 →
Company typePrivate Limited Company (Ltd)
Registered addressCamberley House 1 Portesbery Road, GU15 3SZ
City / RegionCamberley, Guildford
Date incorporated2015
Years trading11 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Grant Jones Tax Advisers Ltd

Founded in 2015, Grant Jones Tax Advisers Ltd has been active for 11 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.

Guildford accounts for 24 of the 1663 ifa financial advisers tracked on this index.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
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.

Other IFA Financial Advisers in Camberley

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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 Grant Jones Tax Advisers 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.

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