Intelligent Financial

Independent Financial Adviser  Solihull, Midlands, B91 3LE
check
FCA authorised
Last authorised 21st June 2021
My goal is to focus on your individual needs and personalised objectives.
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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
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)
  • icons
    Face to face

Solihull, Midlands, B91 3LE

Similar advisers near you

Restricted - whole of market 0.43 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
 
Independent Financial Adviser 0.6 mi
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
 
Independent Financial Adviser 0.6 mi
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
 
Restricted - whole of market 0.6 mi
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.