Financial Index › IFA Index › Sandwell Financial Advisers Limited
Sandwell Financial Advisers Limited
IFA Financial Advisers · West Midlands, Birmingham · Est. 1994
📞 Contact Details
Phone, email and website shown on claimed listings. Claim this listing →
Send an Enquiry
Fill in your details below. Free service, no obligation. We will forward your enquiry within 24 hours.
By submitting you agree to be contacted. Kaeltripton.com is a directory service and does not sell your enquiry data.
Company Registration Details
| Registered company name | Sandwell Financial Advisers Limited |
| Companies House number | 02978211 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | One Eleven Edmund Street Birmingham, B3 2HJ |
| City / Region | West Midlands, Birmingham |
| Date incorporated | 1994 |
| Years trading | 32 years |
| CH status | Active |
| Specialism | Recorded activity: 99999 |
| Index status | Claim this listing → |
About Sandwell Financial Advisers Limited
Established in 1994, Sandwell Financial Advisers Limited 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.
It is one of 48 ifa financial advisers listed in Birmingham on this index of 1663 UK firms in the category.
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. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in West Midlands
| Krd Financial Advisers LimitedWest Midlands · Est. 2005 | View → |
Related Guides
| Best Pension Providers UK 2026 → | Best ISA Accounts UK 2026 → |
| Best Savings Accounts UK 2026 → | UK Income Tax Calculator → |
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 Sandwell Financial Advisers Limited 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.