Financial Index › IFA Index › Vale Independent Financial Advisers Limited
Vale Independent Financial Advisers Limited
IFA Financial Advisers · Pontyclun, Cardiff · Est. 2008
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Company Registration Details
| Registered company name | Vale Independent Financial Advisers Limited |
| Companies House number | 06719775 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 4 Ely Valley Road, CF72 8AL |
| City / Region | Pontyclun, Cardiff |
| Date incorporated | 2008 |
| Years trading | 18 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Vale Independent Financial Advisers Limited
Founded in 2008, Vale Independent Financial Advisers Limited has been active for 18 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 28 of them in Cardiff.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
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.
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
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Pontyclun
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Vale Independent Financial Advisers Limited or any firm listed. 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.