Financial Index › IFA Index › Legacy Estate Planning Services Limited
Legacy Estate Planning Services Limited
IFA Financial Advisers · Crosby, Liverpool · Est. 2006
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Company Registration Details
| Registered company name | Legacy Estate Planning Services Limited |
| Companies House number | 05738276 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 1-3a Bank Building, L23 3BA |
| City / Region | Crosby, Liverpool |
| Date incorporated | 2006 |
| Years trading | 20 years |
| CH status | Active |
| Specialism | Recorded activity: 69109 |
| Index status | Claim this listing → |
About Legacy Estate Planning Services Limited
Founded in 2006, Legacy Estate Planning Services Limited has been active for 20 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 13 ifa financial advisers listed in Liverpool on this index of 1663 UK firms in the category.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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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 Legacy Estate Planning Services 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.