Financial Index › IFA Index › Seren Financial Advisers Ltd
Seren Financial Advisers Ltd
IFA Financial Advisers · Barry, Cardiff · Est. 2012
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Company Registration Details
| Registered company name | Seren Financial Advisers Ltd |
| Companies House number | 08308225 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 1 Newbarn Holdings, CF62 4QL |
| City / Region | Barry, Cardiff |
| Date incorporated | 2012 |
| Years trading | 14 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About Seren Financial Advisers Ltd
Founded in 2012, Seren Financial Advisers Ltd has been active for 14 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.
Cardiff accounts for 28 of the 1663 ifa financial advisers tracked on this index.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
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
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask to see a sample annual review pack before agreeing to ongoing charges.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
Other IFA Financial Advisers in Barry
| Summit Financial Advisers And Wealth Management LtdBarry · Est. 2024 | View → |
| Estate Planning Partnership LimitedBarry · Est. 2021 | View → |
| Estate Planning Consultants LimitedBarry · Est. 2016 | View → |
| Sebastian & St. James Financial Advisers (Uk) LimitedBarry · Est. 2014 | 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 Seren 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.