Financial Index › IFA Index › Surrey Independent Advisers Limited
Surrey Independent Advisers Limited
IFA Financial Advisers · Leeds · Est. 1994
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Company Registration Details
| Registered company name | Surrey Independent Advisers Limited |
| Companies House number | 02947585 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Elmwood House Ghyll Royd Guiseley, LS20 9LT |
| City / Region | Leeds |
| Date incorporated | 1994 |
| Years trading | 32 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About Surrey Independent Advisers Limited
Established in 1994, Surrey Independent 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.
Leeds accounts for 29 of the 1663 ifa financial advisers tracked on this index.
The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.
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.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Leeds
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| Rdc Wills & Estate Planning LimitedLeeds · Est. 2015 | View → |
| Beaufort Financial Planning (Yorkshire) LimitedLeeds · Est. 2009 | 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 Surrey Independent Advisers Limited 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.