UK Independent. Sourced. Primary. · Est. 2024

Mike Pearce Independent Financial Adviser Ltd | IFA Financial Advisers | Welshpool | Est. 2018

Mike Pearce Independent Financial Adviser Ltd is a ifa financial advisers registered in Welshpool, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Mike Pearce Independent Financial Adviser Ltd

IFA Financial Advisers UNCLAIMED LISTING

Mike Pearce Independent Financial Adviser Ltd

IFA Financial Advisers · Welshpool, Shrewsbury · Est. 2018

8 years
Active Trading
Active
CH Status
1,197
Monthly Views
11
Enquiries

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Company Registration Details

Registered company nameMike Pearce Independent Financial Adviser Ltd
Companies House number11736331 →
Company typePrivate Limited Company (Ltd)
Registered addressTy Alarch Berriew, SY21 8QB
City / RegionWelshpool, Shrewsbury
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 64304, 64922
Index statusClaim this listing →

About Mike Pearce Independent Financial Adviser Ltd

Incorporated in 2018, Mike Pearce Independent Financial Adviser Ltd 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.

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?
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?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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.

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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 Mike Pearce Independent Financial Adviser 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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