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Liberty Estate Planning Limited

IFA Financial Advisers · Peterborough, Rest of UK · Est. 2014

12 years

Active Trading

Active

CH Status

09368874

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Liberty Estate Planning Limited
Companies House number	09368874 →
Company type	Private Limited Company (Ltd)
Registered address	104 Church Street, PE6 8AL
City / Region	Peterborough, Rest of UK
Date incorporated	2014
Years trading	12 years
CH status	Active
Specialism	Recorded activity: 64306
Index status	Claim this listing →

About Liberty Estate Planning Limited

Founded in 2014, Liberty Estate Planning Limited has been active for 12 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 152 ifa financial advisers listed in the UK 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. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

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

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

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?

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?

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 Peterborough

Ethical Arboriculture LimitedPeterborough · Est. 2017	View →
Bright Insight Estate Planning LimitedPeterborough · Est. 2016	View →
Jdb Tax And Business Advisers LimitedPeterborough · Est. 2009	View →
Bloom Software LtdPeterborough · Est. 2023	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 Liberty 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.

Liberty Estate Planning Limited | IFA Financial Advisers | Peterborough | Est. 2014