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IFA Financial Advisers UNCLAIMED LISTING

The Levels Financial (Devon) Limited

IFA Financial Advisers · Taunton, Rest of UK · Est. 2024

2 years

Active Trading

Active

CH Status

15837699

Company No

2025

Accounts to

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Company Registration Details

Registered company name	The Levels Financial (Devon) Limited
Companies House number	15837699 →
Company type	Private Limited Company (Ltd)
Registered address	3 Marco Polo House, TA2 6BJ
City / Region	Taunton, Rest of UK
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About The Levels Financial (Devon) Limited

Incorporated in 2024, The Levels Financial (Devon) Limited 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 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

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?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

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?

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

Other IFA Financial Advisers in Taunton

Clifton Estate Planning LtdTaunton · Est. 2016	View →
Ag Wills & Estate Planning LtdTaunton · Est. 2024	View →
Paifang Accountants & Tax Advisors (Uk) LtdTaunton · Est. 2014	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 The Levels Financial (Devon) 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.

The Levels Financial (Devon) Limited | IFA Financial Advisers | Taunton | Est. 2024