Company Information

Get to know ADLER FINANCIAL PLANNING LIMITED

Established in 2005 by Mark and Sue Adler, ADLER FINANCIAL PLANNING LIMITED is an independent, family-run financial advisory firm located in Cambridge, UK. The company provides impartial, tailored financial advice to individuals, focusing on building long-term client relationships. Their core services include retirement planning, investment strategies, personal protection, and trust and estate planning. The firm is authorised and regulated by the Financial Conduct Authority (FCA), emphasizing a commitment to professional and trustworthy guidance.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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ADLER FINANCIAL PLANNING LIMITED

United Kingdom

Founded in

1982 (44 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.