UK Independent. Sourced. Primary. · Est. 2024

Taylor Milburn Financial (Essex) Limited | IFA Financial Advisers | Leigh On Sea | Est. 2021

Taylor Milburn Financial (Essex) Limited is a ifa financial advisers registered in Leigh On Sea, established 2021. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Taylor Milburn Financial (Essex) Limited

IFA Financial Advisers UNCLAIMED LISTING

Taylor Milburn Financial (Essex) Limited

IFA Financial Advisers · Leigh On Sea, Southend · Est. 2021

5 years
Active Trading
Active
CH Status
1,141
Monthly Views
12
Enquiries

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Company Registration Details

Registered company nameTaylor Milburn Financial (Essex) Limited
Companies House number13389524 →
Company typePrivate Limited Company (Ltd)
Registered addressTurnpike House 1208/1210 London Road, SS9 2UA
City / RegionLeigh On Sea, Southend
Date incorporated2021
Years trading5 years
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About Taylor Milburn Financial (Essex) Limited

Incorporated in 2021, Taylor Milburn Financial (Essex) Limited is an established firm with 5 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

Southend accounts for 24 of the 1663 ifa financial advisers tracked on this index.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

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. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.
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?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services 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.

Other IFA Financial Advisers in Leigh On Sea

Infinity Tax Advisers LimitedLeigh On Sea · Est. 2012View →

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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 Taylor Milburn Financial (Essex) 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.

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