UK Independent. Sourced. Primary. · Est. 2024

Les Bastions Investment Advisers Sa | IFA Financial Advisers | London | Est. 2007

Les Bastions Investment Advisers Sa is a ifa financial advisers registered in London, established 2007. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Les Bastions Investment Advisers Sa

IFA Financial Advisers · London · Est. 2007

19 years
Active Trading
Open
CH Status
1,044
Monthly Views
8
Enquiries

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Company Registration Details

Registered company nameLes Bastions Investment Advisers Sa
Companies House numberBR009407 →
Company typeUK Establishment (Overseas Company)
Registered address29 St. James'S Place, SW1A 1NR
City / RegionLondon
Date incorporated2007
Years trading19 years
CH statusOpen
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Les Bastions Investment Advisers Sa

Founded in 2007, Les Bastions Investment Advisers Sa 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.

London accounts for 417 of the 1663 ifa financial advisers tracked on this index.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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?
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?
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?
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?
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: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Les Bastions Investment Advisers Sa 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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