UK Independent. Sourced. Primary. · Est. 2024

Parklands Financial Advisers Ltd | IFA Financial Advisers | Beccles | Est. 2015

Parklands Financial Advisers Ltd is a ifa financial advisers registered in Beccles, established 2015. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Parklands Financial Advisers Ltd

IFA Financial Advisers · Beccles, Norwich · Est. 2015

11 years
Active Trading
Active
CH Status
09625599
Company No
2025
Accounts to

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Company Registration Details

Registered company nameParklands Financial Advisers Ltd
Companies House number09625599 →
Company typePrivate Limited Company (Ltd)
Registered addressGlebe House Toad Row Henstead, NR34 7LG
City / RegionBeccles, Norwich
Date incorporated2015
Years trading11 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Parklands Financial Advisers Ltd

Founded in 2015, Parklands Financial Advisers Ltd has been active for 11 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, 21 of them in Norwich.

Register checks matter most here: statutory protections only attach to authorised firms.

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. Ask to see a sample annual review pack before agreeing to ongoing charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
What qualifications should an IFA have?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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 Beccles

East Anglian Wills & Estate Planning LimitedBeccles · Est. 2020View →

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Parklands 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.

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