UK Independent. Sourced. Primary. · Est. 2024

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

The Uk Mortgage Adviser Ltd is a ifa financial advisers registered in Altrincham, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › The Uk Mortgage Adviser Ltd

IFA Financial Advisers UNCLAIMED LISTING

The Uk Mortgage Adviser Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2018

8 years
Active Trading
Active
CH Status
11324762
Company No
2025
Accounts to

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Company Registration Details

Registered company nameThe Uk Mortgage Adviser Ltd
Companies House number11324762 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road, WA15 9SQ
City / RegionAltrincham, Warrington
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About The Uk Mortgage Adviser Ltd

Incorporated in 2018, The Uk Mortgage 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.

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

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. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

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.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?
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?
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?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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

Social Plug LimitedAltrincham · Est. 2017View →
The Uk Adviser Group LimitedAltrincham · Est. 2019View →
The Uk Tax Adviser (Nationwide) LtdAltrincham · Est. 2018View →
The Uk Adviser Franchise 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 Mortgage 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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