Financial Index › IFA Index › Ksm Associates Independent Financial Advisers Ltd
Ksm Associates Independent Financial Advisers Ltd
IFA Financial Advisers · Hexham, Newcastle · Est. 1991
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Company Registration Details
| Registered company name | Ksm Associates Independent Financial Advisers Ltd |
| Companies House number | 02619472 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Lloyds Bank House Bellingham, NE48 2AZ |
| City / Region | Hexham, Newcastle |
| Date incorporated | 1991 |
| Years trading | 35 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Ksm Associates Independent Financial Advisers Ltd
Established in 1991, Ksm Associates Independent Financial Advisers Ltd has over 35 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.
It is one of 20 ifa financial advisers listed in Newcastle on this index of 1663 UK firms in the category.
Register checks matter most here: statutory protections only attach to authorised firms.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
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
For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Hexham
| Newshams Tax Advisers LtdHexham · Est. 2016 | View → |
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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 Ksm Associates Independent Financial Advisers Ltd 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.