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IFA Financial Advisers UNCLAIMED LISTING

Woodward Markwell Financial Advisers Ltd

IFA Financial Advisers · Ipswich · Est. 1990

36 years

Active Trading

Active

CH Status

02492078

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Woodward Markwell Financial Advisers Ltd
Companies House number	02492078 →
Company type	Private Limited Company (Ltd)
Registered address	Friars House 2 Falcon Street, IP1 1SL
City / Region	Ipswich
Date incorporated	1990
Years trading	36 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified), 65110
Index status	Claim this listing →

About Woodward Markwell Financial Advisers Ltd

Established in 1990, Woodward Markwell Financial Advisers Ltd has over 36 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Ipswich accounts for 15 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

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. Ask to see a sample annual review pack before agreeing to ongoing charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

An independent firm surveys the wider market; a restricted firm works from a limited product or provider set. Both are regulated, but the breadth of what they can recommend differs, and disclosure of status is mandatory.

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?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

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?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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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 Woodward Markwell Financial 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.

Woodward Markwell Financial Advisers Ltd | IFA Financial Advisers | Ipswich | Est. 1990