UK Independent. Sourced. Primary. · Est. 2024

Montrose Advisers (Uk) Limited | IFA Financial Advisers | London | Est. 2011

Montrose Advisers (Uk) Limited is a ifa financial advisers registered in London, established 2011. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Montrose Advisers (Uk) Limited

IFA Financial Advisers UNCLAIMED LISTING

Montrose Advisers (Uk) Limited

IFA Financial Advisers · London · Est. 2011

15 years
Active Trading
Active
CH Status
1,040
Monthly Views
10
Enquiries

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Company Registration Details

Registered company nameMontrose Advisers (Uk) Limited
Companies House number07527517 →
Company typePrivate Limited Company (Ltd)
Registered address90 Lansdowne Road, W11 2LS
City / RegionLondon
Date incorporated2011
Years trading15 years
CH statusActive
SpecialismRecorded activity: 70229 (management consultancy)
Index statusClaim 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

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
Do I need an IFA or can I manage my investments myself?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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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.

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