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Robson Taylor Independent Financial Advisers Ltd

IFA Financial Advisers · Bath · Est. 1994

32 years

Active Trading

Active

CH Status

02952750

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Robson Taylor Independent Financial Advisers Ltd
Companies House number	02952750 →
Company type	Private Limited Company (Ltd)
Registered address	No 1 Bath Quays, BA2 3GZ
City / Region	Bath
Date incorporated	1994
Years trading	32 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Robson Taylor Independent Financial Advisers Ltd

Established in 1994, Robson Taylor Independent Financial Advisers Ltd has over 32 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 6 of them in Bath.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. 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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

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?

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?

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 Bath

Money Wise Independent Financial Advisers LimitedBath · Est. 1997	View →
First Financial Advisers LimitedBath · Est. 1997	View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Robson Taylor Independent Financial Advisers Ltd 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.

Robson Taylor Independent Financial Advisers Ltd | IFA Financial Advisers | Bath | Est. 1994