UK Independent. Sourced. Primary. · Est. 2024

Touchstone Investment Advisers Limited | IFA Financial Advisers | London | Est. 2017

Touchstone Investment Advisers Limited is a ifa financial advisers registered in London, established 2017. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Touchstone Investment Advisers Limited

IFA Financial Advisers · London · Est. 2017

9 years
Active Trading
Active
CH Status
10748320
Company No
2025
Accounts to

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Company Registration Details

Registered company nameTouchstone Investment Advisers Limited
Companies House number10748320 →
Company typePrivate Limited Company (Ltd)
Registered address36-37 Albert Embankment, SE1 7TL
City / RegionLondon
Date incorporated2017
Years trading9 years
CH statusActive
SpecialismRecorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index statusClaim this listing →

About Touchstone Investment Advisers Limited

Incorporated in 2017, Touchstone Investment Advisers Limited 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.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

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?
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?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
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?
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.

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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 Touchstone Investment Advisers Limited 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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