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Mark Davies Financial Adviser Limited

IFA Financial Advisers · Farnham, Guildford · Est. 2019

7 years

Active Trading

Active

CH Status

1,064

Monthly Views

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Company Registration Details

Registered company name	Mark Davies Financial Adviser Limited
Companies House number	12222612 →
Company type	Private Limited Company (Ltd)
Registered address	Sandy Farm Business Centre Sands Road The Sands, GU10 1PX
City / Region	Farnham, Guildford
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Mark Davies Financial Adviser Limited

Incorporated in 2019, Mark Davies Financial Adviser Limited is an established firm with 7 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 24 ifa financial advisers listed in Guildford 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

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.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

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?

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 Farnham

Surrey Downs Financial Services LimitedFarnham · Est. 2014	View →
Oakesfield Planning And Estates LimitedFarnham · Est. 2020	View →

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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 Mark Davies Financial Adviser 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.

Mark Davies Financial Adviser Limited | IFA Financial Advisers | Farnham | Est. 2019