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IFA Financial Advisers UNCLAIMED LISTING

Inheritance Legal Limited

IFA Financial Advisers · Glasgow · Est. 2017

9 years

Active Trading

Active

CH Status

SC553795

Company No

2026

Accounts to

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Company Registration Details

Registered company name	Inheritance Legal Limited
Companies House number	SC553795 →
Company type	Private Limited Company (Ltd)
Registered address	Tay House (2nd Floor) 300 Bath Street, G2 4JR
City / Region	Glasgow
Date incorporated	2017
Years trading	9 years
CH status	Active
Specialism	Recorded activity: 69102
Index status	Claim this listing →

About Inheritance Legal Limited

Incorporated in 2017, Inheritance Legal Limited is an established firm with 9 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 20 of them in Glasgow.

What IFA Financial Advisers Do

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

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. 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

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA 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 Glasgow

Golden Eagle Estate Planning LtdGlasgow · Est. 2018	View →
Prime Financial & Estate Planning LimitedGlasgow · Est. 2010	View →
Green Tax Planning LpGlasgow · Est. 2015	View →
Inheritance Protect LtdGlasgow · Est. 2024	View →

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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 Inheritance Legal 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.

Inheritance Legal Limited | IFA Financial Advisers | Glasgow | Est. 2017