Financial Index › IFA Index › Waterhouse Financial Advisers Ltd
Waterhouse Financial Advisers Ltd
IFA Financial Advisers · Midsomer Norton, Bath · Est. 2015
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Company Registration Details
| Registered company name | Waterhouse Financial Advisers Ltd |
| Companies House number | 09469734 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 23 High Street, BA3 2DR |
| City / Region | Midsomer Norton, Bath |
| Date incorporated | 2015 |
| Years trading | 11 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Waterhouse Financial Advisers Ltd
Founded in 2015, Waterhouse Financial Advisers Ltd has been active for 11 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, 6 of them in Bath.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Waterhouse Financial Advisers 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.