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IFA Financial Advisers UNCLAIMED LISTING

Pc Financial Services Yorkshire Ltd

IFA Financial Advisers · Harrogate, Rest of UK · Est. 2017

9 years

Active Trading

Active

CH Status

10695183

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Pc Financial Services Yorkshire Ltd
Companies House number	10695183 →
Company type	Private Limited Company (Ltd)
Registered address	First Floor Osborne House 20 Victoria Avenue, HG1 5QY
City / Region	Harrogate, Rest of UK
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 82990 (other business support services)
Index status	Claim this listing →

About Pc Financial Services Yorkshire Ltd

Incorporated in 2017, Pc Financial Services Yorkshire Ltd is an established firm with 9 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

the UK accounts for 152 of the 1663 ifa financial advisers tracked on this index.

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. 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

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

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.

Other IFA Financial Advisers in Harrogate

Harrogate Estate Planning LtdHarrogate · Est. 2018	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 Pc Financial Services Yorkshire 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.

Pc Financial Services Yorkshire Ltd | IFA Financial Advisers | Harrogate | Est. 2017