Intelligent Financial Advice Limited

Independent Financial Adviser Westgate House, Royland Road, Loughborough, Leicestershire, LE11 2EH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Take advantage of our 'Active Wealth Management' service, a more Intelligent way to manage your money.
We can advise you on
    • Bad credit
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Brian Emerton
Director
Paul M Taylor Dip PFS
Independent Financial Adviser
Derek Gunningham BSc Hons
Managing Director
Stephen West
Independant Financial Adviser
What our clients say
As a retired golf professional I had accumulated a pension fund that needed to last me for the rest of my life. I wanted to enjoy my retirement and not have to worry about money. I entrusted IFA Ltd to the management of my pension fund and I'm delighted. They offer a great service and I can relax knowing that my money is professionally managed as part of their Active Wealth Management quarterly review service.
Mike Ronan (Pension Drawdown), Derby
Thank you for helping me to manage my portfolio in such a professional way and I am very pleased with the returns so far. You have always delivered what you promised including the quarterly reviews and I am particularly grateful for the personal assistance you give to me with any paperwork or queries I might have.
Eva Weston (Investments), West Hallam
My company employs about 100 people and we wanted to set up a pension scheme for our staff. IFA Ltd focussed on our key priorities which were to deliver a scheme that was easy to administer, relatively low cost and offered great benefits to our employees. I can highly recommend their Workplace Pensions service.
Mike Lee (Pensions), Quorn Leicestershire
Where to find us

Westgate House, Royland Road, Loughborough, Leicestershire, LE11 2EH

Contact us
About us

We have 14 advisers with experience dating back to 1986 and we pride ourselves in our ongoing support and review services.

We specialise in investment and pension advice (wealth management)

Intelligent financial advice was established by the former director of a top 10 building society with the aim of providing a friendly and professional service.

All investment and pension clients receive a free consultation and written recommendation.

Our services

Here at Intelligent Financial Advice we pride ourselves on the level of client service and support.
Our clients receive a dedicated and professional review service with contracted quarterly reviews.
Every 3 months you will recieve a valuation, an assessment of past performance, an assessment of future potential AND we will re-position your funds to take full advantage of that potential.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

ALL OF THE FIRMS ADVISERS ADHERE TO OUR COMPANY INVESTMENT PHILOSOPHY. CENTRAL TO THIS PHILOSOPHY IS THE REQUIREMENT TO TREAT CLIENTS FAIRLY AT ALL TIMES. THIS INVOLVES ABSOLUTE IMPARTIALITY AND INDEPENDENCE AT ALL TIMES.

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