Financial Index › IFA Index › J M Wakeling Independent Financial Advisers Limited
J M Wakeling Independent Financial Advisers Limited
IFA Financial Advisers · Colchester · Est. 2009
📞 Contact Details
Phone, email and website shown on claimed listings. Claim this listing →
Send an Enquiry
Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.
By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.
Company Registration Details
| Registered company name | J M Wakeling Independent Financial Advisers Limited |
| Companies House number | 07071731 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 910 The Crescent, CO4 9YQ |
| City / Region | Colchester |
| Date incorporated | 2009 |
| Years trading | 17 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About J M Wakeling Independent Financial Advisers Limited
Founded in 2009, J M Wakeling Independent Financial Advisers Limited 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, 11 of them in Colchester.
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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ask to see a sample annual review pack before agreeing to ongoing charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Colchester
| Optimum Independent Financial Advisers LimitedColchester · Est. 2017 | View → |
| East Anglian Financial Planning LtdColchester · Est. 2013 | View → |
| Ethical Ember LtdColchester · Est. 2025 | View → |
| Rb Financial Advisers LtdColchester · Est. 2016 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with J M Wakeling Independent Financial Advisers 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.