UK Independent. Sourced. Primary. · Est. 2024

Lbp Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2008

Lbp Estate Planning Limited is a ifa financial advisers registered in Leicester, established 2008. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Lbp Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2008

18 years
Active Trading
Active
CH Status
06475327
Company No
2025
Accounts to

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Company Registration Details

Registered company nameLbp Estate Planning Limited
Companies House number06475327 →
Company typePrivate Limited Company (Ltd)
Registered address22 Doctors Fields, LE9 7HN
City / RegionLeicester
Date incorporated2008
Years trading18 years
CH statusActive
SpecialismRecorded activity: 66290 (other activities auxiliary to insurance and pension funding)
Index statusClaim 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

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
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?
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?
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

Legacy Wills & Estate Planning LimitedLeicester · Est. 2013View →
Gerard James Estate Planning LimitedLeicester · Est. 2015View →
Bluelight Wills And Estate Planning LimitedLeicester · Est. 2019View →
Rutland Wills And Estate Planning LimitedLeicester · Est. 2018View →

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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.

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