1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Derbyshire
  8. breadcrumb-arrow
  9. Derby
  10. breadcrumb-arrow
  11. Intelligent Financial Advice Ltd

Intelligent Financial Advice Ltd

Independent Financial Adviser  23 Badgerdale Way, Derbyshire, Derby, DE23 3ZA
check
FCA authorised
Last authorised 1st March 2021
If you find pensions, boring, confusing and a downright waste of time, we can help. Give us a call.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR kieth halhead Dip PFS
Financial Adviser
About us

We give a friendly personal face to face service from someone who is local to your area. Everything is fully explained in a language you will be able to understand. No course of action is taken without your full knowledge and understanding. Our speciality is offering regular ongoing reviews to ensure that your financial plans remain on track. 24/7. If you feel a meeting would be beneficial, please call me on <phone number hidden> or <phone number hidden>. Alternatively email me at <email address hidden>

Our services

At Intelligent Financial Advice we make 2 promises:
Promise number 1 - We will never charge you any fees without first agreeing them with you in advance. There are no 'surprise invoices'.
Promise number 2 - If you decide to appoint us to act on your behalf you will receive a designated ongoing review service. We believe that ongoing monitoring of advice is as important,possibly more important than the initial advice.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

23 Badgerdale Way, Littleover, Derbyshire, Derby, DE23 3ZA

Similar advisers near you

Intelligent Financial Advisory Ltd
Independent Financial Adviser 1.16 mi
Creating, managing and protecting your wealth the intelligent way
 
See profile
Mark Lightfoot
Restricted - whole of market 2.3 mi
Retirement and Pension Specialist, locally based in Derby, over 21 years experience. Call today for a free consultation or informal chat.
 
See profile
Apex Wealth Management Ltd
Independent Financial Adviser 2.47 mi
 
 
See profile
Profusion Wealth Management LTD
Independent Financial Adviser 2.52 mi
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.