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, B37 5AP
At Quilter Financial Advisers we specialise in personal financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
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