Financial Index › IFA Index › Warwickshire Financial Ltd

IFA Financial Advisers UNCLAIMED LISTING

Warwickshire Financial Ltd

IFA Financial Advisers · Stratford-Upon-Avon, Coventry · Est. 2016

10 years

Active Trading

Active

CH Status

10114237

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Warwickshire Financial Ltd
Companies House number	10114237 →
Company type	Private Limited Company (Ltd)
Registered address	71 Maidenhead Road, CV37 6XY
City / Region	Stratford-Upon-Avon, Coventry
Date incorporated	2016
Years trading	10 years
CH status	Active
Specialism	Recorded activity: 66220 (activities of insurance agents and brokers)
Index status	Claim this listing →

About Warwickshire Financial Ltd

Founded in 2016, Warwickshire Financial Ltd has been active for 10 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, 27 of them in Coventry.

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

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.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. 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?

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?

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 Stratford-Upon-Avon

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Gj Estate Planning LimitedStratford-Upon-Avon · Est. 2022	View →

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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 Warwickshire Financial Ltd 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.

Warwickshire Financial Ltd | IFA Financial Advisers | Stratford-Upon-Avon | Est. 2016