Intelligent Financial Advice Limited

Independent Financial Adviser Westgate House, Royland Road, Loughborough, Leicestershire, LE11 2EH
FCA verified
15th July 2019
Take advantage of our 'Active Wealth Management' service, a more Intelligent way to manage your money.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Brian Emerton
Director
adviser-person
Paul M Taylor Dip PFS
Independent Financial Adviser
adviser-person
Derek Gunningham BSc Hons
Managing Director
adviser-person
Stephen West
Independant Financial Adviser
Where to find us

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

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
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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