Financial Index › IFA Index › Rb Financial Advisers Ltd
Rb Financial Advisers Ltd
IFA Financial Advisers · Colchester · Est. 2016
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Company Registration Details
| Registered company name | Rb Financial Advisers Ltd |
| Companies House number | 10458087 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Chalice House Bromley Road Elmstead, CO7 7BY |
| City / Region | Colchester |
| Date incorporated | 2016 |
| Years trading | 10 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Rb Financial Advisers Ltd
Founded in 2016, Rb Financial Advisers Ltd has been active for 10 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.
Colchester accounts for 11 of the 1663 ifa financial advisers tracked on this index.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. 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
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Colchester
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| Castle Estate Planning LtdColchester · Est. 2022 | View → |
| Optimum Independent Financial Advisers LimitedColchester · Est. 2017 | View → |
| Later Life Guidance Service LtdColchester · Est. 2018 | View → |
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Rb Financial Advisers Ltd or any firm listed. 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.