Financial Index › IFA Index › Opes Independent Financial Advisers Ltd
Opes Independent Financial Advisers Ltd
IFA Financial Advisers · Carnforth, Lancaster · Est. 2016
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Company Registration Details
| Registered company name | Opes Independent Financial Advisers Ltd |
| Companies House number | 10441148 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 178 Lancaster Road, LA5 9EF |
| City / Region | Carnforth, Lancaster |
| Date incorporated | 2016 |
| Years trading | 10 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Opes Independent Financial Advisers Ltd
Founded in 2016, Opes Independent Financial Advisers Ltd has been active for 10 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, 5 of them in Lancaster.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Carnforth
| Athena Small Business Accountants LtdCarnforth · Est. 2013 | View → |
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Opes Independent Financial Advisers Ltd 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.