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
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.
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
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.
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.
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.
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