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Legacy Financial Estate Planning Ltd

IFA Financial Advisers · Barnsley, Sheffield · Est. 2022

4 years

Active Trading

Active

CH Status

13833299

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Legacy Financial Estate Planning Ltd
Companies House number	13833299 →
Company type	Private Limited Company (Ltd)
Registered address	Unit 4 Building 4 Innovation Way, S75 1JL
City / Region	Barnsley, Sheffield
Date incorporated	2022
Years trading	4 years
CH status	Active
Specialism	Recorded activity: 70221
Index status	Claim this listing →

About Legacy Financial Estate Planning Ltd

Incorporated in 2022, Legacy Financial Estate Planning Ltd is a relatively recently established firm. Newer entrants to the UK financial services market often bring fresh approaches, specialist expertise and a strong digital proposition built for modern client expectations.

The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 25 of them in Sheffield.

Check both firm and adviser on the register; individual advisers appear with their own reference numbers.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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.

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?

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?

Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.

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 Barnsley

Genesis Wills And Estate Planning LimitedBarnsley · Est. 2023	View →
Genesis Estate Planning LtdBarnsley · Est. 2018	View →

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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 Financial Estate Planning 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 Financial Estate Planning Ltd | IFA Financial Advisers | Barnsley | Est. 2022