UK Independent. Sourced. Primary. · Est. 2024

Kent And Sussex Financial Group Limited | IFA Financial Advisers | Tonbridge | Est. 2002

Kent And Sussex Financial Group Limited is a ifa financial advisers registered in Tonbridge, established 2002. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Kent And Sussex Financial Group Limited

IFA Financial Advisers · Tonbridge, Tunbridge Wells · Est. 2002

24 years
Active Trading
Active
CH Status
04346260
Company No
2025
Accounts to

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Company Registration Details

Registered company nameKent And Sussex Financial Group Limited
Companies House number04346260 →
Company typePrivate Limited Company (Ltd)
Registered addressCape House 60a, Priory Road, TN9 2BL
City / RegionTonbridge, Tunbridge Wells
Date incorporated2002
Years trading24 years
CH statusActive
SpecialismRecorded activity: 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Kent And Sussex Financial Group Limited

Founded in 2002, Kent And Sussex Financial Group Limited has been active for 24 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 18 of them in Wells.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
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?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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 Tonbridge

West Kent Financial Consulting LimitedTonbridge · 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 Kent And Sussex Financial Group 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.

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