UK Independent. Sourced. Primary. · Est. 2024

Rsm Uk Tax And Advisory Services Llp | IFA Financial Advisers | London | Est. 2007

Rsm Uk Tax And Advisory Services Llp is a ifa financial advisers registered in London, established 2007. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Rsm Uk Tax And Advisory Services Llp

IFA Financial Advisers · London · Est. 2007

19 years
Active Trading
Active
CH Status
OC325348
Company No
2025
Accounts to

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Company Registration Details

Registered company nameRsm Uk Tax And Advisory Services Llp
Companies House numberOC325348 →
Company typeLimited Liability Partnership (LLP)
Registered address6th Floor 25 Farringdon Street, EC4A 4AB
City / RegionLondon
Date incorporated2007
Years trading19 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Rsm Uk Tax And Advisory Services Llp

Founded in 2007, Rsm Uk Tax And Advisory Services Llp has been active for 19 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

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.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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.

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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 Rsm Uk Tax And Advisory Services Llp 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.

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