UK Independent. Sourced. Primary. · Est. 2024

Investment Funding Advisers Limited | IFA Financial Advisers | Middlesex | Est. 1991

Investment Funding Advisers Limited is a ifa financial advisers registered in Middlesex, established 1991. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Investment Funding Advisers Limited

IFA Financial Advisers · Middlesex, London · Est. 1991

35 years
Active Trading
Active
CH Status
1,157
Monthly Views
16
Enquiries

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Company Registration Details

Registered company nameInvestment Funding Advisers Limited
Companies House number02599550 →
Company typePrivate Limited Company (Ltd)
Registered address36 Crofters Road, HA6 3ED
City / RegionMiddlesex, London
Date incorporated1991
Years trading35 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About Investment Funding Advisers Limited

Established in 1991, Investment Funding Advisers Limited has over 35 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

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.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
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?
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 Middlesex

Churchills Estate Planning LimitedMiddlesex · Est. 2003View →

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Investment Funding Advisers Limited or any firm listed. 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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