Intelligent Financial Advice Limited

Independent Financial Adviser  Westgate House, Loughborough, Leicestershire, LE11 2EH
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FCA authorised
Last authorised 25th May 2020
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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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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Paul M Taylor Dip PFS
Independent Financial Adviser
Stephen West
Independant Financial Adviser
Derek Gunningham BSc Hons
Managing Director
Brian Emerton
Director
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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