Intelligent Financial Advice Ltd

Independent Financial Adviser  23 Badgerdale Way, Derbyshire, Derby, DE23 3ZA
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FCA authorised
Last authorised 7th June 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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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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
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    Face to face

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

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