Financial Index › IFA Index › Roberts Keen Independent Financial Advisers Limited
Roberts Keen Independent Financial Advisers Limited
IFA Financial Advisers · Llanelli, Swansea · Est. 2013
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Company Registration Details
| Registered company name | Roberts Keen Independent Financial Advisers Limited |
| Companies House number | 08425333 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Brynhyfryd 5 Llandeilo Road, SA14 7LL |
| City / Region | Llanelli, Swansea |
| Date incorporated | 2013 |
| Years trading | 13 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Roberts Keen Independent Financial Advisers Limited
Founded in 2013, Roberts Keen Independent Financial Advisers Limited has been active for 13 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.
It is one of 8 ifa financial advisers listed in Swansea on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Llanelli
| Just Financial Services (Wales) LtdLlanelli · Est. 2007 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Roberts Keen Independent Financial Advisers Limited 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.