UK Independent. Sourced. Primary. · Est. 2024

Yorkshire Financial Solutions Ltd | IFA Financial Advisers | Bradford | Est. 2020

Yorkshire Financial Solutions Ltd is a ifa financial advisers registered in Bradford, established 2020. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Yorkshire Financial Solutions Ltd

IFA Financial Advisers · Bradford · Est. 2020

6 years
Active Trading
Active
CH Status
1,096
Monthly Views
15
Enquiries

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Company Registration Details

Registered company nameYorkshire Financial Solutions Ltd
Companies House number13106815 →
Company typePrivate Limited Company (Ltd)
Registered addressSuite 7, 1st Floor 29 Manor Row, BD1 4PS
City / RegionBradford
Date incorporated2020
Years trading6 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified), 66220 (activities of insurance agents and brokers)
Index statusClaim this listing →

About Yorkshire Financial Solutions Ltd

Incorporated in 2020, Yorkshire Financial Solutions Ltd is an established firm with 6 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.

Bradford accounts for 8 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra 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?
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?
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 Bradford

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Yorkshire Personal Financial Services LimitedBradford · Est. 1991View →
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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 Yorkshire Financial Solutions 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.

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