Financial Index › IFA Index › Lbp Estate Planning Limited
Lbp Estate Planning Limited
IFA Financial Advisers · Leicester · Est. 2008
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Company Registration Details
| Registered company name | Lbp Estate Planning Limited |
| Companies House number | 06475327 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 22 Doctors Fields, LE9 7HN |
| City / Region | Leicester |
| Date incorporated | 2008 |
| Years trading | 18 years |
| CH status | Active |
| Specialism | Recorded activity: 66290 (other activities auxiliary to insurance and pension funding) |
| Index status | Claim this listing → |
About Lbp Estate Planning Limited
Founded in 2008, Lbp Estate Planning Limited has been active for 18 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.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. 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. Ask to see a sample annual review pack before agreeing to ongoing charges.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
Other IFA Financial Advisers in Leicester
| Legacy Wills & Estate Planning LimitedLeicester · Est. 2013 | View → |
| Gerard James Estate Planning LimitedLeicester · Est. 2015 | View → |
| Bluelight Wills And Estate Planning LimitedLeicester · Est. 2019 | View → |
| Rutland Wills And Estate Planning LimitedLeicester · Est. 2018 | 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 Lbp 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.