Financial Index › IFA Index › Montrose Advisers (Uk) Limited
Montrose Advisers (Uk) Limited
IFA Financial Advisers · London · Est. 2011
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Company Registration Details
| Registered company name | Montrose Advisers (Uk) Limited |
| Companies House number | 07527517 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 90 Lansdowne Road, W11 2LS |
| City / Region | London |
| Date incorporated | 2011 |
| Years trading | 15 years |
| CH status | Active |
| Specialism | Recorded activity: 70229 (management consultancy) |
| Index status | Claim this listing → |
About Montrose Advisers (Uk) Limited
Founded in 2011, Montrose Advisers (Uk) Limited 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
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Montrose Advisers (Uk) 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.