UK Independent. Sourced. Primary. · Est. 2024

One Financial Adviser Ltd | IFA Financial Advisers | Newbury | Est. 2011

One Financial Adviser Ltd is a ifa financial advisers registered in Newbury, established 2011. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › One Financial Adviser Ltd

IFA Financial Advisers UNCLAIMED LISTING

One Financial Adviser Ltd

IFA Financial Advisers · Newbury, Reading · Est. 2011

15 years
Active Trading
Active
CH Status
07604100
Company No
2025
Accounts to

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Company Registration Details

Registered company nameOne Financial Adviser Ltd
Companies House number07604100 →
Company typePrivate Limited Company (Ltd)
Registered addressBenyon House Newbury Business Park London Road, RG14 2PZ
City / RegionNewbury, Reading
Date incorporated2011
Years trading15 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About One Financial Adviser Ltd

Founded in 2011, One Financial Adviser Ltd 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.

Reading accounts for 23 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

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. 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?
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?
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?
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 Newbury

Prosperitas Estate Planning LimitedNewbury · Est. 2008View →
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Chester Rose Financial Planning LtdNewbury · Est. 2006View →
Dijksman Planning (Uk) LlpNewbury · Est. 2008View →

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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 One Financial Adviser Ltd 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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