UK Independent. Sourced. Primary. · Est. 2024

The Uk Adviser (Client Services) Ltd | IFA Financial Advisers | Altrincham | Est. 2019

The Uk Adviser (Client Services) Ltd is a ifa financial advisers registered in Altrincham, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › The Uk Adviser (Client Services) Ltd

IFA Financial Advisers UNCLAIMED LISTING

The Uk Adviser (Client Services) Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2019

7 years
Active Trading
Active
CH Status
12157262
Company No
2025
Accounts to

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Company Registration Details

Registered company nameThe Uk Adviser (Client Services) Ltd
Companies House number12157262 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road, WA15 9SQ
City / RegionAltrincham, Warrington
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 99999
Index statusClaim this listing →

About The Uk Adviser (Client Services) Ltd

Incorporated in 2019, The Uk Adviser (Client Services) Ltd is an established firm with 7 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 28 of them in Warrington.

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

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.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

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.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
Do I need an IFA or can I manage my investments myself?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
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?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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 The Uk Adviser (Client Services) 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.

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