i-Pensions Advisory Ltd

Independent Financial Adviser  Harborough Innovation Centre, Rugby, Warwickshire, CV21 3LA
First meeting at adviser's own cost
Experienced Retirement Specialist with a demonstrated history of working in the financial services industry. Qualified to provide technical support
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Sharia finance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Tania Assi
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

Established in 2015, the team at Intelligent Financial Advisory has many years’ experience providing practical financial planning advice to people, families and businesses. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

Our services

At Intelligent Financial Advisory, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Where to find us
Head office address: Harborough Innovation Centre, Airfield Business Park, Market Harborough, Leicestershire, LE16 7QB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 29th June 2020

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