Jlm Financial Advisers Ltd

IFA Financial Advisers · Coventry · Est. 2024

2 years

Active Trading

Active

CH Status

1,101

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Company Registration Details

Registered company name	Jlm Financial Advisers Ltd
Companies House number	15634553 →
Company type	Private Limited Company (Ltd)
Registered address	12 Rectory Drive, CV7 9NZ
City / Region	Coventry
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified), 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Jlm Financial Advisers Ltd

Incorporated in 2024, Jlm Financial Advisers Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

It is one of 27 ifa financial advisers listed in Coventry on this index of 1663 UK firms in the category.

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. 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

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

Do I need an IFA or can I manage my investments myself?

Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Coventry

The Ethical Estate Planners LtdCoventry · Est. 2025	View →
Villemara Investment Advisers LtdCoventry · Est. 2025	View →
Freedom Wills & Estate Planning LimitedCoventry · Est. 2020	View →
Chapman & Co Accountants And Tax Advisers LtdCoventry · Est. 2010	View →

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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 Jlm Financial Advisers 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.

Jlm Financial Advisers Ltd | IFA Financial Advisers | Coventry | Est. 2024