Financial Index › IFA Index › Richinson And Wellington Independent Financial Advisers Ltd
Richinson And Wellington Independent Financial Advisers Ltd
IFA Financial Advisers · Bournemouth · Est. 2024
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Company Registration Details
| Registered company name | Richinson And Wellington Independent Financial Advisers Ltd |
| Companies House number | 16038161 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 7 Wessex House, BH8 8QS |
| City / Region | Bournemouth |
| Date incorporated | 2024 |
| Years trading | 2 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Richinson And Wellington Independent Financial Advisers Ltd
Incorporated in 2024, Richinson And Wellington Independent Financial Advisers Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
Bournemouth accounts for 16 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
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. 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. 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
Other IFA Financial Advisers in Bournemouth
| Lawson Stanley Estate Planning LtdBournemouth · Est. 2020 | View → |
| Sandbourne Asset Management Ltd.Bournemouth · Est. 2015 | View → |
| Coast 2 Coast Wills And Estate Planning LimitedBournemouth · Est. 2022 | View → |
| Ethical Estates LimitedBournemouth · Est. 2022 | 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 Richinson And Wellington Independent 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.