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Legacy Wills & Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2013

13 years

Active Trading

Active

CH Status

08630878

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Legacy Wills & Estate Planning Limited
Companies House number	08630878 →
Company type	Private Limited Company (Ltd)
Registered address	1st Floor, Provincial House, LE1 6TE
City / Region	Leicester
Date incorporated	2013
Years trading	13 years
CH status	Active
Specialism	Recorded activity: 69109
Index status	Claim this listing →

About Legacy Wills & Estate Planning Limited

Founded in 2013, Legacy Wills & Estate Planning 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.

Leicester accounts for 30 of the 1663 ifa financial advisers tracked on this index.

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

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

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?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

What happens if I receive bad financial advice from an IFA?

Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

Other IFA Financial Advisers in Leicester

Bluelight Wills And Estate Planning LimitedLeicester · Est. 2019	View →
Inheritance Medical LimitedLeicester · Est. 2015	View →
Rutland Wills And Estate Planning LimitedLeicester · Est. 2018	View →
Lbp Estate Planning LimitedLeicester · Est. 2008	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 Wills & Estate Planning 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.

Legacy Wills & Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2013