UK Independent. Sourced. Primary. · Est. 2024

The Uk-Israel Group Ltd | IFA Financial Advisers | Altrincham | Est. 2017

The Uk-Israel Group 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-Israel Group Ltd

IFA Financial Advisers · Altrincham, Warrington · Est. 2017

9 years
Active Trading
Active
CH Status
10742748
Company No
2025
Accounts to

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Company Registration Details

Registered company nameThe Uk-Israel Group Ltd
Companies House number10742748 →
Company typePrivate Limited Company (Ltd)
Registered address193a Ashley Road, 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-Israel Group Ltd

Incorporated in 2017, The Uk-Israel Group 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

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
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?
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

The Uk Insurance Adviser LtdAltrincham · Est. 2018View →
My Blueprint Wills & Estate Planning LtdAltrincham · Est. 2010View →
Social Plug LimitedAltrincham · Est. 2017View →
The Uk Adviser (Client Services) LtdAltrincham · Est. 2019View →

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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-Israel Group 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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