UK Independent. Sourced. Primary. · Est. 2024

Jk Financial Solutions Yorkshire Limited | IFA Financial Advisers | Huddersfield | Est. 2019

Jk Financial Solutions Yorkshire Limited is a ifa financial advisers registered in Huddersfield, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Jk Financial Solutions Yorkshire Limited

IFA Financial Advisers · Huddersfield · Est. 2019

7 years
Active Trading
Active
CH Status
11938890
Company No
2026
Accounts to

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Company Registration Details

Registered company nameJk Financial Solutions Yorkshire Limited
Companies House number11938890 →
Company typePrivate Limited Company (Ltd)
Registered address261 Cowcliffe Hill Road, HD2 2NA
City / RegionHuddersfield
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Jk Financial Solutions Yorkshire Limited

Incorporated in 2019, Jk Financial Solutions Yorkshire Limited is an established firm with 7 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 6 of them in Huddersfield.

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

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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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 Huddersfield

Financial Framework Wealth & Estate Planning LimitedHuddersfield · Est. 2018View →
The Financial Adviser Academy LimitedHuddersfield · Est. 2011View →

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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 Jk Financial Solutions Yorkshire 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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