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IFA Financial Advisers UNCLAIMED LISTING

Gerard James Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2015

11 years

Active Trading

Active

CH Status

09386469

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Gerard James Estate Planning Limited
Companies House number	09386469 →
Company type	Private Limited Company (Ltd)
Registered address	21 New Walk, LE1 6TE
City / Region	Leicester
Date incorporated	2015
Years trading	11 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Gerard James Estate Planning Limited

Founded in 2015, Gerard James Estate Planning Limited has been active for 11 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.

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

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

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?

The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.

How much does independent financial advice cost?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

Do I need an IFA or can I manage my investments myself?

Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.

What qualifications should an IFA have?

Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.

What happens if I receive bad financial advice from an IFA?

Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Leicester

Later Life Advice LtdLeicester · Est. 2022	View →
Andrew Bourne & Co Independent Financial Advisers LimitedLeicester · Est. 2010	View →
Kingdom Inheritance LimitedLeicester · Est. 2014	View →
Legacy Wills & Estate Planning LimitedLeicester · 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 Gerard James Estate Planning 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.

Gerard James Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2015