Rees Astley Independent Financial Advisers Limited

IFA Financial Advisers · Newtown, Shrewsbury · Est. 1972

54 years

Active Trading

Active

CH Status

01076337

Company No

2024

Accounts to

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Company Registration Details

Registered company name	Rees Astley Independent Financial Advisers Limited
Companies House number	01076337 →
Company type	Private Limited Company (Ltd)
Registered address	St David's House New Road, SY16 1RB
City / Region	Newtown, Shrewsbury
Date incorporated	1972
Years trading	54 years
CH status	Active
Specialism	Recorded activity: 65110
Index status	Claim this listing →

About Rees Astley Independent Financial Advisers Limited

With over 54 years of continuous trading history, Rees Astley Independent Financial Advisers Limited is one of the longest-established firms of its kind in the UK. Founded in 1972, the firm has navigated multiple economic cycles and regulatory changes, demonstrating the kind of institutional resilience that only comes from decades of sustained operation.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 11 of them in Shrewsbury.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

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.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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.

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?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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?

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.

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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 Rees Astley Independent Financial Advisers Limited 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.

Rees Astley Independent Financial Advisers Limited | IFA Financial Advisers | Newtown | Est. 1972