UK Independent. Sourced. Primary. · Est. 2024

Wealthmantra Financial Advisers Limited | IFA Financial Advisers | Richmond | Est. 2025

Wealthmantra Financial Advisers Limited is a ifa financial advisers registered in Richmond, established 2025. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Wealthmantra Financial Advisers Limited

IFA Financial Advisers · Richmond, London · Est. 2025

1 year
Active Trading
Active
CH Status
1,020
Monthly Views
18
Enquiries

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Company Registration Details

Registered company nameWealthmantra Financial Advisers Limited
Companies House number16320748 →
Company typePrivate Limited Company (Ltd)
Registered addressParkshot House Kew Road, TW9 2PR
City / RegionRichmond, London
Date incorporated2025
Years trading1 year
CH statusActive
SpecialismRecorded activity: 64922, 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Wealthmantra Financial Advisers Limited

Wealthmantra Financial Advisers Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 417 of them in London.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. 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. Ask to see a sample annual review pack before agreeing to ongoing charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
Do I need an IFA or can I manage my investments myself?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
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?
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.

Other IFA Financial Advisers in Richmond

Gunson & Co Independent Financial Advisers LtdRichmond · Est. 2017View →
Wealthmantra Estate Planners LimitedRichmond · Est. 2025View →
The Ethical Investment Co-Operative LimitedRichmond · Est. 1997View →
Focus Independent Financial Advisers LimitedRichmond · Est. 1990View →

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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 Wealthmantra 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.

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