UK Independent. Sourced. Primary. · Est. 2024

Pearson Legal And Financial Advisers Llp | IFA Financial Advisers | Oldham | Est. 2010

Pearson Legal And Financial Advisers Llp is a ifa financial advisers registered in Oldham, established 2010. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Pearson Legal And Financial Advisers Llp

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Pearson Legal And Financial Advisers Llp

IFA Financial Advisers · Oldham · Est. 2010

16 years
Active Trading
Active
CH Status
OC351719
Company No
2025
Accounts to

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Company Registration Details

Registered company namePearson Legal And Financial Advisers Llp
Companies House numberOC351719 →
Company typeLimited Liability Partnership (LLP)
Registered addressAlbion House 31 Queen Street, OL1 1RD
City / RegionOldham
Date incorporated2010
Years trading16 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Pearson Legal And Financial Advisers Llp

Founded in 2010, Pearson Legal And Financial Advisers Llp has been active for 16 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.

It is one of 10 ifa financial advisers listed in Oldham on this index of 1663 UK firms in the category.

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

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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?
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 Oldham

Pearson Solicitors And Financial Advisers LtdOldham · Est. 2019View →
Northern Transport Advisers LimitedOldham · Est. 2016View →
Acumen Independent Financial Advisers LimitedOldham · Est. 1999View →
Pearson Financial Advisers LimitedOldham · Est. 2013View →

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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 Pearson Legal And Financial Advisers Llp 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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