Financial Index › IFA Index › Joseph R. Lamb Independent Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Joseph R. Lamb Independent Financial Advisers Limited

IFA Financial Advisers · London · Est. 2000

26 years

Active Trading

Active

CH Status

03928438

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Joseph R. Lamb Independent Financial Advisers Limited
Companies House number	03928438 →
Company type	Private Limited Company (Ltd)
Registered address	10-11 Austin Friars, EC2N 2HG
City / Region	London
Date incorporated	2000
Years trading	26 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Joseph R. Lamb Independent Financial Advisers Limited

Established in 2000, Joseph R. Lamb Independent Financial Advisers Limited has over 26 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

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.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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

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?

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?

The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.

What happens if I receive bad financial advice from an IFA?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Joseph R. Lamb 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.

Joseph R. Lamb Independent Financial Advisers Limited | IFA Financial Advisers | London | Est. 2000