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IFA Financial Advisers UNCLAIMED LISTING

Pegasus Estate Planning Limited

IFA Financial Advisers · London · Est. 2024

2 years

Active Trading

Active

CH Status

15627564

Company No

2025

Accounts to

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Company Registration Details

Registered company name	Pegasus Estate Planning Limited
Companies House number	15627564 →
Company type	Private Limited Company (Ltd)
Registered address	178 Merton High Street, SW19 1AY
City / Region	London
Date incorporated	2024
Years trading	2 years
CH status	Active
Specialism	Recorded activity: 70229 (management consultancy)
Index status	Claim this listing →

About Pegasus Estate Planning Limited

Incorporated in 2024, Pegasus 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 417 ifa financial advisers listed in London 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

Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

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

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

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?

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.

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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 Pegasus Estate Planning 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.

Pegasus Estate Planning Limited | IFA Financial Advisers | London | Est. 2024