Financial Index › IFA Index › Simon James Independent Financial Advisers Llp
Simon James Independent Financial Advisers Llp
IFA Financial Advisers · Berkhamsted, Rest of UK · Est. 2022
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Company Registration Details
| Registered company name | Simon James Independent Financial Advisers Llp |
| Companies House number | OC442916 → |
| Company type | Limited Liability Partnership (LLP) |
| Registered address | 2 Claridge Court, HP4 2AF |
| City / Region | Berkhamsted, Rest of UK |
| Date incorporated | 2022 |
| Years trading | 4 years |
| CH status | Active |
| Specialism | Recorded activity: Not recorded |
| Index status | Claim this listing → |
About Simon James Independent Financial Advisers Llp
Incorporated in 2022, Simon James Independent Financial Advisers Llp is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 152 of them in the UK.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
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
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.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
Other IFA Financial Advisers in Berkhamsted
| Harts Resources LtdBerkhamsted · Est. 2013 | View → |
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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 Simon James Independent Financial Advisers 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.