i-Pensions Advisory Ltd

Independent Financial Adviser  Harborough Innovation Centre, Market Harborough, Leicestershire, LE16 7QB
First meeting at adviser's own cost
I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021
Meet our advisers
MRS Tania Assi
Independant Financial Advisor

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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 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

Offer our clients ongoing bespoke Independent Financial Advice on a personal level.

Where to find us
Head office address: Harborough Innovation Centre, Airfield Business Park, Market Harborough, Leicestershire, LE16 7QB
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021

Similar advisers near you

Independent Financial Adviser 0.32 mi
Call us to book your free initial consultation.
 
Independent Financial Adviser 0.52 mi
We provide sound, financial solutions for our client's needs for today and for their future.
 
Restricted - whole of market 0.72 mi
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, and Life Cover.
 
Independent Financial Adviser 0.72 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.