Financial Index › IFA Index › Yorkshire Personal Financial Services Limited
Yorkshire Personal Financial Services Limited
IFA Financial Advisers · Bradford · Est. 1991
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Company Registration Details
| Registered company name | Yorkshire Personal Financial Services Limited |
| Companies House number | 02593853 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Yorkshire House Yorkshire Drive, BD5 8LJ |
| City / Region | Bradford |
| Date incorporated | 1991 |
| Years trading | 35 years |
| CH status | Active |
| Specialism | Recorded activity: 99999 |
| Index status | Claim this listing → |
About Yorkshire Personal Financial Services Limited
Established in 1991, Yorkshire Personal Financial Services Limited has over 35 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.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 8 of them in Bradford.
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. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
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. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.
Frequently Asked Questions
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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 Personal Financial Services 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.