UK Independent. Sourced. Primary. · Est. 2024

Just Financial Services (Wales) Ltd | IFA Financial Advisers | Llanelli | Est. 2007

Just Financial Services (Wales) Ltd is a ifa financial advisers registered in Llanelli, established 2007. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Just Financial Services (Wales) Ltd

IFA Financial Advisers UNCLAIMED LISTING

Just Financial Services (Wales) Ltd

IFA Financial Advisers · Llanelli, Swansea · Est. 2007

19 years
Active Trading
Active
CH Status
1,000
Monthly Views
6
Enquiries

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Company Registration Details

Registered company nameJust Financial Services (Wales) Ltd
Companies House number06374383 →
Company typePrivate Limited Company (Ltd)
Registered address53 Llys Westfa, SA14 8DG
City / RegionLlanelli, Swansea
Date incorporated2007
Years trading19 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Just Financial Services (Wales) Ltd

Founded in 2007, Just Financial Services (Wales) Ltd has been active for 19 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 8 ifa financial advisers listed in Swansea on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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?
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 Llanelli

Roberts Keen Independent Financial Advisers LimitedLlanelli · Est. 2013View →

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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 Just Financial Services (Wales) 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.

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