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IFA Financial Advisers UNCLAIMED LISTING

Pearson Solicitors And Financial Advisers Ltd

IFA Financial Advisers · Oldham · Est. 2019

7 years

Active Trading

Active

CH Status

12024416

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Pearson Solicitors And Financial Advisers Ltd
Companies House number	12024416 →
Company type	Private Limited Company (Ltd)
Registered address	31 Queen Street, OL1 1RD
City / Region	Oldham
Date incorporated	2019
Years trading	7 years
CH status	Active
Specialism	Recorded activity: 69102, 69109
Index status	Claim this listing →

About Pearson Solicitors And Financial Advisers Ltd

Incorporated in 2019, Pearson Solicitors And Financial Advisers Ltd is an established firm with 7 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.

Oldham accounts for 10 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

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?

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?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Oldham

Acumen Independent Financial Advisers LimitedOldham · Est. 1999	View →
Northern Transport Advisers LimitedOldham · Est. 2016	View →
Ascent Ethical LtdOldham · Est. 2021	View →
Pearson Legal And Financial Advisers LlpOldham · Est. 2010	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 Pearson Solicitors And 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.

Pearson Solicitors And Financial Advisers Ltd | IFA Financial Advisers | Oldham | Est. 2019