UK Independent. Sourced. Primary. · Est. 2024

Bluelight Wills And Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2019

Bluelight Wills And Estate Planning Limited is a ifa financial advisers registered in Leicester, established 2019. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Bluelight Wills And Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2019

7 years
Active Trading
Active
CH Status
11773270
Company No
2024
Accounts to

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Company Registration Details

Registered company nameBluelight Wills And Estate Planning Limited
Companies House number11773270 →
Company typePrivate Limited Company (Ltd)
Registered addressBusiness Box 3 Oswin Road Brailsford Estate, LE3 1HR
City / RegionLeicester
Date incorporated2019
Years trading7 years
CH statusActive
SpecialismRecorded activity: 69109
Index statusClaim this listing →

About Bluelight Wills And Estate Planning Limited

Incorporated in 2019, Bluelight Wills And Estate Planning Limited is an established firm with 7 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.

It is one of 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
The regulatory floor is Level 4 (DipPFS or equivalent); many advisers carry Chartered or CFP status above it. Check the individual, not just the firm, on the Financial Services Register.
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.

Other IFA Financial Advisers in Leicester

Ar Wills & Estate Planning LtdLeicester · Est. 2024View →
Kingdom Inheritance LimitedLeicester · Est. 2014View →
Ethical Business Exchange LtdLeicester · Est. 2010View →
Legacy Executor Services LimitedLeicester · Est. 2013View →

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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 Bluelight Wills And Estate Planning Limited 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.

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