UK Independent. Sourced. Primary. · Est. 2024

Marc Derbyshire Financial Services Limited | IFA Financial Advisers | Ellesmere | Est. 2018

Marc Derbyshire Financial Services Limited is a ifa financial advisers registered in Ellesmere, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Marc Derbyshire Financial Services Limited

IFA Financial Advisers UNCLAIMED LISTING

Marc Derbyshire Financial Services Limited

IFA Financial Advisers · Ellesmere, Shrewsbury · Est. 2018

8 years
Active Trading
Active
CH Status
11277560
Company No
2025
Accounts to

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Company Registration Details

Registered company nameMarc Derbyshire Financial Services Limited
Companies House number11277560 →
Company typePrivate Limited Company (Ltd)
Registered addressThe Oaks Higher Perthy, SY12 9HP
City / RegionEllesmere, Shrewsbury
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index statusClaim this listing →

About Marc Derbyshire Financial Services Limited

Incorporated in 2018, Marc Derbyshire Financial Services Limited is an established firm with 8 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 11 ifa financial advisers listed in Shrewsbury 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

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.

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

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?
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?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
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.

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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 Marc Derbyshire Financial Services 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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