UK Independent. Sourced. Primary. · Est. 2024

The Uk Adviser Group Limited | IFA Financial Advisers | Altrincham | Est. 2019

The Uk Adviser Group Limited 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 Group Limited

IFA Financial Advisers UNCLAIMED LISTING

The Uk Adviser Group Limited

IFA Financial Advisers · Altrincham, Warrington · Est. 2019

7 years
Active Trading
Active
CH Status
1,068
Monthly Views
16
Enquiries

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Company Registration Details

Registered company nameThe Uk Adviser Group Limited
Companies House number12063502 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road, WA15 9SQ
City / RegionAltrincham, Warrington
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 74909
Index statusClaim this listing →

About The Uk Adviser Group Limited

Incorporated in 2019, The Uk Adviser Group Limited 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.

Warrington accounts for 28 of the 1663 ifa financial advisers tracked on this index.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

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. Ask to see a sample annual review pack before agreeing to ongoing charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?
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 Altrincham

The Uk Adviser (Partner Services) LtdAltrincham · Est. 2018View →
The Uk-Israel Group LtdAltrincham · Est. 2017View →
Uk Mortgages (Ukmortgages.Co.Uk) LtdAltrincham · Est. 2018View →
Corinthian Tax Advisers LimitedAltrincham · Est. 2014View →

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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 The Uk Adviser Group Limited 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.

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