Intelligent Financial Advice Limited
15th October 2018
Take advantage of our 'Active Wealth Management' service, a more Intelligent way to manage your money.
We can advise you on
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Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Insurance & protection
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
-
Business
- 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
Meet our advisers
Brian Emerton
Director
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Paul M Taylor Dip PFS
Independent Financial Adviser
Qualifications & Accreditations
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Derek Gunningham BSc Hons
Managing Director
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Stephen West
Independant Financial Adviser
Qualifications & Accreditations
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
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.
Where to find us
Westgate House, Royland Road, Loughborough, Leicestershire, LE11 2EH
Contact usAbout 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.
Similar advisers near you
Whatever financial future you want, we’re here to help; which may involve pensions, wealth management, later life advice, estate planning.
20 years experience of giving financial advice, based in Charnwood
For nearly 30 years we’ve been helping our clients and their families grow, manage and protect their wealth and lifestyle.
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