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The Uk Insurance Adviser Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2018

8 years

Active Trading

Active

CH Status

1,069

Monthly Views

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Company Registration Details

Registered company name	The Uk Insurance Adviser Ltd
Companies House number	11403772 →
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 Insurance Adviser Ltd

Incorporated in 2018, The Uk Insurance 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.

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

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Charging structures vary, but all must be disclosed and agreed before advice is given.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

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?

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?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Altrincham

The Uk Adviser (Client Services) LtdAltrincham · Est. 2019	View →
Bdc Specialist Finance LtdAltrincham · Est. 2022	View →
My Blueprint Wills & Estate Planning LtdAltrincham · Est. 2010	View →
The Uk Adviser (Partner Services) LtdAltrincham · Est. 2018	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 Insurance 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 Insurance Adviser Ltd | IFA Financial Advisers | Altrincham | Est. 2018