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Genesis Estate Planning Ltd

IFA Financial Advisers · Barnsley, Sheffield · Est. 2018

8 years

Active Trading

Active

CH Status

11646567

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Genesis Estate Planning Ltd
Companies House number	11646567 →
Company type	Private Limited Company (Ltd)
Registered address	Bbic Innovation Way, S75 1JL
City / Region	Barnsley, Sheffield
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 69109, 82110
Index status	Claim this listing →

About Genesis Estate Planning Ltd

Incorporated in 2018, Genesis Estate Planning Ltd is an established firm with 8 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 25 ifa financial advisers listed in Sheffield 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

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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 to see a sample annual review pack before agreeing to ongoing charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

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?

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?

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 Barnsley

Genesis Wills And Estate Planning LimitedBarnsley · Est. 2023	View →
Legacy Financial Estate Planning LtdBarnsley · Est. 2022	View →

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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 Genesis Estate Planning Ltd 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.

Genesis Estate Planning Ltd | IFA Financial Advisers | Barnsley | Est. 2018