Intelligent Financial

Independent Financial Adviser  Solihull, Midlands, B91 3LE
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FCA authorised
Last authorised 13th September 2021
My goal is to focus on your individual needs and personalised objectives.
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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Mr Tim Ogan
About us

I am a financial adviser with True Potential specialising in pensions with over 25 years experience, based out of the Solihull area.

Our services

I cover the spectrum financial advice but my speciality is in pensions and investments.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

Solihull, Midlands, B91 3LE

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