Ingenious Financial Solutions

Independent Financial Adviser  The Crescent, 56 King Street, Leicester, Leicestershire, LE1 6RX
First meeting at adviser's own cost
We provide sound, financial solutions for our client's needs for today and for their future.
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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Rizwan Ismail
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

MR Sharad Champaneria
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

MR Jateen Vagani
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
I have been reassured by Umesh that by making reasoned decisions now about my investments and financial planning that I will be more likely to have a reasonable pension for the future when I retire. We have also looked at other issues such as setting up Life with Critical Illness cover which is not something I had in place. I have always found Umesh very approachable. He gets back to me in a timely way when I have queries or which to clarify something . I look forward to see how the experience of having Umesh as an independent financial advisor works for me going forwards.
Mrs Read, Peterborough
Jateen has recently required a pension transfer valuation for a pension I no longer pay in. He visited me a couple of times first time to gather information required then second visit to explain his findings and recommendations. Very professional, friendly and highly recommended.
Mr Tandy, Birmingham
Umesh Sonigra has been great and the process was very seamless so this has been much appreciated. Definitely peace of mind and I would highly recommend your services.
Mr & Mrs Nijjar, Derby
Jateen did an excellent job and has inspired confidence in the future for me and my wife and our finances. Compared with other financial advisors that I have used over the years Jateen has raised the bar significantly and we were left suitabily impressed!
Mr Paulo, Leicester
Options clearly communicated and explained, good and prompt response to requirements
Mr Brice, Leicester
About us

At Ingenious Financial Solutions we provide professional advice to individuals, families and small to medium sized businesses. We assist them to plan and achieve their financial goals, aims and objectives.

Our clients come from many walks of life; some have built successful careers, some have inherited monies and many want guidance to invest their financial assets responsibly in a manner that is ethical and sustainable for long term to allow them to achieve their goals and ambitions - we ensure we are always there for them every step of the way.

Our services

At Ingenious Financial Solutions we pride ourselves on the strength of our client relationships built up over the last 10 years. Based in Leicester and serving clients throughout the UK, we are firmly positioned as a premier provider of independent financial and wealth management advice to both individuals and corporate clients.

Where to find us
Head office address: The Crescent, 56 King Street, Leicester, Leicestershire, LE1 6RX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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
7.0/10
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FCA authorised
Last authorised 10th May 2021

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