Financial Index › IFA Index › James & James Financial Advisers Limited
James & James Financial Advisers Limited
IFA Financial Advisers · Oakham, Leicester · Est. 2010
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Company Registration Details
| Registered company name | James & James Financial Advisers Limited |
| Companies House number | 07220403 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Milton House 30 Ashwell Road, LE15 6QG |
| City / Region | Oakham, Leicester |
| Date incorporated | 2010 |
| Years trading | 16 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation) |
| Index status | Claim this listing → |
About James & James Financial Advisers Limited
Founded in 2010, James & James Financial Advisers Limited has been active for 16 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.
It is one of 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.
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. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
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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 James & James 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.