1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. West Midlands
  8. breadcrumb-arrow
  9. Fordbridge
  10. breadcrumb-arrow
  11. Ingenious Financial Solutions

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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Mortgage protection
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
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
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Sharia finance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021
Meet our advisers
MR Sharad Champaneria
MR Jateen Vagani
MR Rizwan Ismail
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
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
Service coverage
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021

Similar advisers near you

Rothesay Bennett Financial Planning
Independent Financial Adviser 1.06 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
See profile
Colin Hart - True Potential Wealth Management
Restricted - whole of market 1.31 mi
Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
 
See profile
Kevin Robins - True Potential Wealth Management
Restricted - whole of market 1.89 mi
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
 
See profile
TFA Group-Stuart Mair
Independent Financial Adviser 2.1 mi
I am based in the West Midlands. Ensuring that if the worse happens to my clients, they have peace of mind that they have the right protection insurance policies in place. To provide security for them and their families should the worse happen to them.
 
See profile