Financial Index › IFA Index › Yorkshire Independent Financial Advisers Limited
Yorkshire Independent Financial Advisers Limited
IFA Financial Advisers · York · Est. 2007
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Company Registration Details
| Registered company name | Yorkshire Independent Financial Advisers Limited |
| Companies House number | 06400787 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Sentinel House Peasholme Green, YO1 7PP |
| City / Region | York |
| Date incorporated | 2007 |
| Years trading | 19 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Yorkshire Independent Financial Advisers Limited
Founded in 2007, Yorkshire Independent Financial Advisers Limited has been active for 19 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, 19 of them in York.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
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 what the ongoing service actually includes; an annual charge should map to a defined annual review.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
Other IFA Financial Advisers in York
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| Ethical Apothecary LtdYork · Est. 2017 | View → |
| New Horizons Estate Planning LtdYork · Est. 2025 | View → |
| Yorkshire Life Financial Services LimitedYork · Est. 2013 | View → |
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Yorkshire Independent Financial Advisers Limited 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.