UK Independent. Sourced. Primary. · Est. 2024

Quantum Financial Advisers Ltd | IFA Financial Advisers | Hertfordshire | Est. 2011

Quantum Financial Advisers Ltd is a ifa financial advisers registered in Hertfordshire, established 2011. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Quantum Financial Advisers Ltd

IFA Financial Advisers · Hertfordshire, Rest of UK · Est. 2011

15 years
Active Trading
Active
CH Status
1,189
Monthly Views
7
Enquiries

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Company Registration Details

Registered company nameQuantum Financial Advisers Ltd
Companies House number07706491 →
Company typePrivate Limited Company (Ltd)
Registered addressC/O Quantum Uk Business Solutions Ltd The Imex Building, 575-599 Maxted Road Hemel Hempstead, HP2 7DX
City / RegionHertfordshire, Rest of UK
Date incorporated2011
Years trading15 years
CH statusActive
SpecialismRecorded activity: 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Quantum Financial Advisers Ltd

Founded in 2011, Quantum Financial Advisers Ltd has been active for 15 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 UK accounts for 152 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

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Charging structures vary, but all must be disclosed and agreed before advice is given.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?
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?
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 Hertfordshire

One Life Later LimitedHertfordshire · Est. 2002View →
Quantum Wills And Estate Planning LtdHertfordshire · Est. 2018View →

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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 Quantum 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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