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The Uk Financial Adviser Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2018

8 years

Active Trading

Active

CH Status

11324758

Company No

2025

Accounts to

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Company Registration Details

Registered company name	The Uk Financial Adviser Ltd
Companies House number	11324758 →
Company type	Private Limited Company (Ltd)
Registered address	193a Ashley Road, WA15 9SQ
City / Region	Altrincham, Warrington
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 99999
Index status	Claim this listing →

About The Uk Financial Adviser Ltd

Incorporated in 2018, The Uk Financial Adviser Ltd is an established firm with 8 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.

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

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. 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?

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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

The Uk-Israel Group LtdAltrincham · Est. 2017	View →
Mbl (Business And Tax Advisers) LtdAltrincham · Est. 2002	View →
The Uk Mortgage Adviser LtdAltrincham · Est. 2018	View →
Haven Accountancy & Tax Planning LimitedAltrincham · Est. 2025	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 Uk Financial 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.

The Uk Financial Adviser Ltd | IFA Financial Advisers | Altrincham | Est. 2018