UK Independent. Sourced. Primary. · Est. 2024

The Uk Adviser Ltd | IFA Financial Advisers | Altrincham | Est. 2017

The Uk Adviser Ltd is a ifa financial advisers registered in Altrincham, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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The Uk Adviser Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2017

9 years
Active Trading
Active
CH Status
1,009
Monthly Views
17
Enquiries

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Company Registration Details

Registered company nameThe Uk Adviser Ltd
Companies House number10817440 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road Hale, WA15 9SQ
City / RegionAltrincham, Warrington
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About The Uk Adviser Ltd

Incorporated in 2017, The Uk Adviser Ltd is an established firm with 9 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.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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.

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?
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?
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.

Other IFA Financial Advisers in Altrincham

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Uk Immigration Law Advisers Ltd.Altrincham · Est. 2014View →
Corinthian Tax Advisers LimitedAltrincham · Est. 2014View →
Mbl (Business And Tax Advisers) LtdAltrincham · Est. 2002View →

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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 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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