UK Independent. Sourced. Primary. · Est. 2024

Legacy Executor Services Limited | IFA Financial Advisers | Leicester | Est. 2013

Legacy Executor Services Limited is a ifa financial advisers registered in Leicester, established 2013. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Legacy Executor Services Limited

IFA Financial Advisers · Leicester · Est. 2013

13 years
Active Trading
Active
CH Status
1,085
Monthly Views
10
Enquiries

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Company Registration Details

Registered company nameLegacy Executor Services Limited
Companies House number08635224 →
Company typePrivate Limited Company (Ltd)
Registered address1st Floor, Provincial House, LE1 6TE
City / RegionLeicester
Date incorporated2013
Years trading13 years
CH statusActive
SpecialismRecorded activity: 69109
Index statusClaim this listing →

About Legacy Executor Services Limited

Founded in 2013, Legacy Executor Services Limited has been active for 13 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.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 30 of them in Leicester.

Register checks matter most here: statutory protections only attach to authorised firms.

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.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Ask about the firm's independence status, qualifications beyond Level 4, and experience with cases like yours. Ask to see a sample annual review pack before agreeing to ongoing charges.

A clear fee schedule before engagement is a regulatory requirement, not a favour.

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?
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?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
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.

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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 Legacy Executor Services 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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