UK Independent. Sourced. Primary. · Est. 2024

Marketing Support Services Limited | IFA Financial Advisers | Cheltenham | Est. 1989

Marketing Support Services Limited is a ifa financial advisers registered in Cheltenham, established 1989. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Marketing Support Services Limited

IFA Financial Advisers · Cheltenham, Gloucester · Est. 1989

37 years
Active Trading
Active
CH Status
1,119
Monthly Views
17
Enquiries

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Company Registration Details

Registered company nameMarketing Support Services Limited
Companies House number02358935 →
Company typePrivate Limited Company (Ltd)
Registered addressOrchard View Banady Lane Stoke Orchard, GL52 7SJ
City / RegionCheltenham, Gloucester
Date incorporated1989
Years trading37 years
CH statusActive
SpecialismRecorded activity: 82110
Index statusClaim this listing →

About Marketing Support Services Limited

Established in 1989, Marketing Support Services Limited has over 37 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 22 ifa financial advisers listed in Gloucester on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
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?
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 Cheltenham

The Ethical Investment Company LimitedCheltenham · Est. 1997View →
Ethical Investors (Uk) LimitedCheltenham · Est. 1993View →
Acg Wills & Estate Planning LtdCheltenham · Est. 2019View →
Ethical And Environmental Screening Services LimitedCheltenham · Est. 1998View →

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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 Marketing Support Services Limited 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.

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