UK Independent. Sourced. Primary. · Est. 2024

Mendy & Watt Financial Advisers Limited | IFA Financial Advisers | Nantwich | Est. 2018

Mendy & Watt Financial Advisers Limited is a ifa financial advisers registered in Nantwich, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Mendy & Watt Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Mendy & Watt Financial Advisers Limited

IFA Financial Advisers · Nantwich, Rest of UK · Est. 2018

8 years
Active Trading
Active
CH Status
11518752
Company No
2025
Accounts to

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Company Registration Details

Registered company nameMendy & Watt Financial Advisers Limited
Companies House number11518752 →
Company typePrivate Limited Company (Ltd)
Registered address31 Wellington Road, CW5 7ED
City / RegionNantwich, Rest of UK
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Mendy & Watt Financial Advisers Limited

Incorporated in 2018, Mendy & Watt Financial Advisers 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.

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. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?
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?
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?
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.

Other IFA Financial Advisers in Nantwich

Accountants And Tax Advisers LimitedNantwich · Est. 2000View →

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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 Mendy & Watt Financial Advisers 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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