Financial Index › IFA Index › Moneybox Later Life Limited
Moneybox Later Life Limited
IFA Financial Advisers · Macclesfield, Stockport · Est. 2020
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Company Registration Details
| Registered company name | Moneybox Later Life Limited |
| Companies House number | 12644346 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Suite 4 First Floor Sycamore House Springwood Way, SK10 2XA |
| City / Region | Macclesfield, Stockport |
| Date incorporated | 2020 |
| Years trading | 6 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation) |
| Index status | Claim this listing → |
About Moneybox Later Life Limited
Incorporated in 2020, Moneybox Later Life Limited is an established firm with 6 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, 21 of them in Stockport.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
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.
Ongoing service charges should map to a defined annual service; ask what the review actually covers.
Frequently Asked Questions
Other IFA Financial Advisers in Macclesfield
| Countrywide Business Advisers LimitedMacclesfield · Est. 2013 | 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 Moneybox Later Life 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.