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Legacy Estate Planning & Wills Ltd. Ltd.

IFA Financial Advisers · Gloucester · Est. 2018

8 years

Active Trading

Active

CH Status

1,151

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Company Registration Details

Registered company name	Legacy Estate Planning & Wills Ltd. Ltd.
Companies House number	11475666 →
Company type	Private Limited Company (Ltd)
Registered address	1 St Michaels Court, GL1 1JB
City / Region	Gloucester
Date incorporated	2018
Years trading	8 years
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified), 69109
Index status	Claim this listing →

About Legacy Estate Planning & Wills Ltd. Ltd.

Incorporated in 2018, Legacy Estate Planning & Wills Ltd. Ltd. is an established firm with 8 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.

It is one of 22 ifa financial advisers listed in Gloucester on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. 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. Probe the review process: what is assessed annually and what triggers advice between reviews.

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?

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?

Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.

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?

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?

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 Gloucester

Peace Of Mind Estate Planning LtdGloucester · Est. 2013	View →
Later Life Guidance LimitedGloucester · Est. 2016	View →
Safehands Independent Financial Advisers LtdGloucester · Est. 2011	View →
Total Later Life Solutions LtdGloucester · Est. 2012	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 Legacy Estate Planning & Wills Ltd. Ltd. 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.

Legacy Estate Planning & Wills Ltd. Ltd. | IFA Financial Advisers | Gloucester | Est. 2018