Financial Index › IFA Index › Summit Financial Advisers And Wealth Management Ltd
Summit Financial Advisers And Wealth Management Ltd
IFA Financial Advisers · Barry, Cardiff · Est. 2024
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Company Registration Details
| Registered company name | Summit Financial Advisers And Wealth Management Ltd |
| Companies House number | 15553424 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 1 Clos Cymmer, CF62 5DL |
| City / Region | Barry, Cardiff |
| Date incorporated | 2024 |
| Years trading | 2 years |
| CH status | Active |
| Specialism | Recorded activity: 64205 |
| Index status | Claim this listing → |
About Summit Financial Advisers And Wealth Management Ltd
Incorporated in 2024, Summit Financial Advisers And Wealth Management Ltd 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.
It is one of 28 ifa financial advisers listed in Cardiff on this index of 1663 UK firms in the category.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
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.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in Barry
| Sebastian & St. James Financial Advisers (Uk) LimitedBarry · Est. 2014 | View → |
| Estate Planning Partnership LimitedBarry · Est. 2021 | View → |
| Estate Planning Consultants LimitedBarry · Est. 2016 | View → |
| Seren Financial Advisers LtdBarry · Est. 2012 | 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 Summit Financial Advisers And Wealth Management 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.