UK Independent. Sourced. Primary. · Est. 2024

Mats (Margaret'S Accountancy & Tax Services) Uk Ltd | IFA Financial Advisers | London | Est. 2011

Mats (Margaret'S Accountancy & Tax Services) Uk Ltd is a ifa financial advisers registered in London, established 2011. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Mats (Margaret'S Accountancy & Tax Services) Uk Ltd

IFA Financial Advisers · London · Est. 2011

15 years
Active Trading
Active
CH Status
07813567
Company No
2025
Accounts to

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Company Registration Details

Registered company nameMats (Margaret'S Accountancy & Tax Services) Uk Ltd
Companies House number07813567 →
Company typePrivate Limited Company (Ltd)
Registered address63 Marchwood Close, SE5 7EX
City / RegionLondon
Date incorporated2011
Years trading15 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Mats (Margaret'S Accountancy & Tax Services) Uk Ltd

Founded in 2011, Mats (Margaret'S Accountancy & Tax Services) Uk Ltd has been active for 15 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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

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?
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?
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.

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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 Mats (Margaret'S Accountancy & Tax Services) Uk Ltd 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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