UK Independent. Sourced. Primary. · Est. 2024

Weatherbys Investment Advisers Ltd | IFA Financial Advisers | Burrough On The Hill | Est. 2019

Weatherbys Investment Advisers Ltd is a ifa financial advisers registered in Burrough On The Hill, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Weatherbys Investment Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Weatherbys Investment Advisers Ltd

IFA Financial Advisers · Burrough On The Hill, Leicester · Est. 2019

7 years
Active Trading
Active
CH Status
11870153
Company No
2025
Accounts to

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Company Registration Details

Registered company nameWeatherbys Investment Advisers Ltd
Companies House number11870153 →
Company typePrivate Limited Company (Ltd)
Registered address16 Main Street, LE14 2JQ
City / RegionBurrough On The Hill, Leicester
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 64991
Index statusClaim this listing →

About Weatherbys Investment Advisers Ltd

Incorporated in 2019, Weatherbys Investment Advisers Ltd is an established firm with 7 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 30 of them in Leicester.

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

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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. 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?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
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?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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: 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 Weatherbys Investment Advisers 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.

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