Financial Index › IFA Index › Guardian Inheritance Ltd
Guardian Inheritance Ltd
IFA Financial Advisers · Stevenage, Rest of UK · Est. 2009
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Company Registration Details
| Registered company name | Guardian Inheritance Ltd |
| Companies House number | 06967541 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Stevendale House Primett Road, SG1 3EE |
| City / Region | Stevenage, Rest of UK |
| Date incorporated | 2009 |
| Years trading | 17 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Guardian Inheritance Ltd
Founded in 2009, Guardian Inheritance Ltd has been active for 17 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, 152 of them in the UK.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. 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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
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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 Guardian Inheritance 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.