UK Independent. Sourced. Primary. · Est. 2024

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

The Uk Adviser Suite 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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IFA Financial Advisers UNCLAIMED LISTING

The Uk Adviser Suite Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2017

9 years
Active Trading
Active
CH Status
10847794
Company No
2025
Accounts to

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Company Registration Details

Registered company nameThe Uk Adviser Suite Ltd
Companies House number10847794 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road, WA15 9SQ
City / RegionAltrincham, Warrington
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 58290, 62012
Index statusClaim this listing →

About The Uk Adviser Suite Ltd

Incorporated in 2017, The Uk Adviser Suite 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.

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.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.

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?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
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.

Other IFA Financial Advisers in Altrincham

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The Uk Adviser (Partner Services) LtdAltrincham · Est. 2018View →
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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 Suite 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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