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Mehar & Co Estate Planning Limited

IFA Financial Advisers · Leicester · Est. 2024

2 years

Active Trading

Active

CH Status

15670119

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Mehar & Co Estate Planning Limited
Companies House number	15670119 →
Company type	Private Limited Company (Ltd)
Registered address	10 Sorrel Road, LE5 1TE
City / Region	Leicester
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 82990 (other business support services)
Index status	Claim this listing →

About Mehar & Co Estate Planning Limited

Incorporated in 2024, Mehar & Co Estate Planning Limited 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.

It is one of 30 ifa financial advisers listed in Leicester on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. 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?

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?

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 Leicester

Later Life Mortgages LimitedLeicester · Est. 2019	View →
Kingdom Inheritance LimitedLeicester · Est. 2014	View →
Legacy Estate Planning LimitedLeicester · Est. 2013	View →
Bluelight Wills And Estate Planning LimitedLeicester · Est. 2019	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 Mehar & Co 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.

Mehar & Co Estate Planning Limited | IFA Financial Advisers | Leicester | Est. 2024