Legacy First Advisory Services Ltd

Reference number: 1006178

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Movo Partnership Ltd Reference number: 823503 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Legacy First Advisory Services Ltd (FRN 1006178) is an AR of Movo Partnership Ltd (FRN 823503). When you use Legacy First Advisory Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Legacy First Advisory Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07929 563396

  • Address

    30, The Glenmore, Waterwells Business Park, Quedgeley, Gloucester, Gloucestershire, GL2 2AP, United Kingdom

In the full report: 2 background checks

  • What kind of line 07929 563396 is
  • Who else gives the postcode GL2 2AP
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Legacy First Insurance Services Trading name
  • Legacy First Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Movo Partnership Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
LEGACY FIRST ADVISORY SERVICES LIMITED
Company number
15249686
Company status
Active
Company type
Private limited company
Incorporated
31 October 2023 (2 years old)
Registered office
30 The Glenmore Centre Jessop Court, Waterwells Business Park, Gloucester, GL2 2AP, United Kingdom
Nature of business
  • Non-life insurance (SIC 65120)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Woodley Director Apr 1983 31 Oct 2023 1 other company
Craig Whitaker Director Jan 1981 1 Jun 2026 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

14 months to 31 December 2025Small company accountsNot audited

Net assets

£42.9k

Up £53.8k from −£10.9k

Cash at bank

£172k

+76% from £97.8k

Employees (average)

2

Same as 2

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 15249686. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Legacy First Advisory Services’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2024

23 January 2024

  • Changed its registered name from "Legacy First"
  • Became an appointed representative

FCA register

2023

31 October 2023

  • Incorporated at Companies House
  • Richard Woodley took control (75–100% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Legacy First Advisory Services

Other firms of the same type (insurance broker), nearest first.

In Gloucester

44 Black Diamonds LtdGloucesterAppointed representativeBlakeway and Hunt LimitedGloucesterAppointed representativeBrian PalmerGloucesterAppointed representativeForget Me Not Mortgages LimitedGloucesterAppointed representativeHannah Mary WallGloucesterAppointed representativeHarvest Innovations LimitedGloucesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Legacy First Advisory Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Legacy First Advisory Services Ltd FCA authorised?
Legacy First Advisory Services Ltd (FRN 1006178) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Legacy First Advisory Services?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Legacy First Advisory Services Ltd (FRN 1006178) is an AR of Movo Partnership Ltd (FRN 823503). When you use Legacy First Advisory Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Legacy First Advisory Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Legacy First Advisory Services’ phone number?
The FCA register lists the phone number 07929 563396 for Legacy First Advisory Services. If you were given different contact details, use these to check with the firm before going any further.
Is Legacy First Advisory Services a scam or clone?
Legacy First Advisory Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Legacy First Advisory Services?
Protection works through Movo Partnership Ltd, the principal firm responsible for Legacy First Advisory Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Legacy First Advisory Services?
Companies House lists one person with significant control of Legacy First Advisory Services: Mr Richard Woodley (75–100% of shares).
Who runs Legacy First Advisory Services?
Companies House lists 2 directors of Legacy First Advisory Services: Richard Woodley and Craig Whitaker.
How long has Legacy First Advisory Services been in business?
The company was formed on 31 October 2023.
What do Legacy First Advisory Services’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £42.9k (up £53.8k from −£10.9k) and cash at bank of £172k (+76% from £97.8k).
Does Legacy First Advisory Services use any other names?
It trades as Legacy First Insurance Services. It has previously used the name Legacy First.

Sources and links

The full report on Legacy First Advisory Services Ltd

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