UK Independent. Sourced. Primary. · Est. 2024

Mws Financial Advisers Limited | IFA Financial Advisers | Solihull | Est. 2001

Mws Financial Advisers Limited is a ifa financial advisers registered in Solihull, established 2001. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Mws Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Mws Financial Advisers Limited

IFA Financial Advisers · Solihull, Birmingham · Est. 2001

25 years
Active Trading
Active
CH Status
04205904
Company No
2025
Accounts to

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Company Registration Details

Registered company nameMws Financial Advisers Limited
Companies House number04205904 →
Company typePrivate Limited Company (Ltd)
Registered address1 Station Road, B93 0HL
City / RegionSolihull, Birmingham
Date incorporated2001
Years trading25 years
CH statusActive
SpecialismRecorded activity: 82990 (other business support services)
Index statusClaim this listing →

About Mws Financial Advisers Limited

Established in 2001, Mws Financial Advisers Limited has over 25 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Birmingham accounts for 48 of the 1663 ifa financial advisers tracked on this index.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

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.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
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?
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 Solihull

Hamptons Wealth Management LimitedSolihull · Est. 1988View →
Wm Financial Advisers LtdSolihull · Est. 2023View →
The Ethical Asset Project Ltd.Solihull · Est. 2018View →
Prs Tax Planning LimitedSolihull · Est. 2023View →

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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 Mws 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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