Switch Financial Services (Surrey) Ltd

IFA Financial Advisers · Bagshot, Guildford · Est. 2022

4 years

Active Trading

Active

CH Status

1,100

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Company Registration Details

Registered company name	Switch Financial Services (Surrey) Ltd
Companies House number	14248662 →
Company type	Private Limited Company (Ltd)
Registered address	23 High Street, GU19 5AF
City / Region	Bagshot, Guildford
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Switch Financial Services (Surrey) Ltd

Incorporated in 2022, Switch Financial Services (Surrey) 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 24 of them in Guildford.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

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.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

Do I need an IFA or can I manage my investments myself?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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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 Switch Financial Services (Surrey) Ltd 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.

Switch Financial Services (Surrey) Ltd | IFA Financial Advisers | Bagshot | Est. 2022