UK Independent. Sourced. Primary. · Est. 2024

Roble Financial Advisers Limited | IFA Financial Advisers | Horsham | Est. 2014

Roble Financial Advisers Limited is a ifa financial advisers registered in Horsham, established 2014. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Roble Financial Advisers Limited

IFA Financial Advisers · Horsham, Redhill · Est. 2014

12 years
Active Trading
Active
CH Status
09349586
Company No
2024
Accounts to

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Company Registration Details

Registered company nameRoble Financial Advisers Limited
Companies House number09349586 →
Company typePrivate Limited Company (Ltd)
Registered address4 Ropeland Way, RH12 5NY
City / RegionHorsham, Redhill
Date incorporated2014
Years trading12 years
CH statusActive
SpecialismRecorded activity: 63990
Index statusClaim this listing →

About Roble Financial Advisers Limited

Founded in 2014, Roble Financial Advisers Limited has been active for 12 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 13 ifa financial advisers listed in Redhill on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
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 Horsham

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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 Roble 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.

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