Intelligent Financial Advisory

Independent Financial Adviser 7, Leicester, Leicestershire, LE2 5ED

First meeting at adviser's own cost

Creating, managing and protecting your wealth the intelligent way.

We can advise you on

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Pensions & retirement

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Annuity purchase

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Defined benefit

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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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Mortgages

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Buy to let

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Buying first home

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Equity release

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Mortgage protection

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Next home / Remortgaging

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Self-employed mortgages

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Financial planning

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Wealth management

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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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Unit trusts

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Savings

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Lump sum

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Regular savings

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Savings for children

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School fees planning

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Insurance & protection

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Accident & sickness

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Buildings and contents

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Commercial motor

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Critical illness

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Healthcare

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Home and leisure

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Income protection insurance

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Large business

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Life insurance

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Payment protection insurance

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Small business

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Tax & trust planning

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Estate planning

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Taxation planning

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Business

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Corporate pension

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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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Long Term Care

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Long term care

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Response rating

7.0/10

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FCA authorised

Last authorised 26th July 2021

Meet our advisers

Mr Jas Dhesi

Independent Financial Adviser

Qualifications & Accreditations chevron_up

Dip PFS - Personal Finance Society Diploma (PFS)

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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Our ethos and every stage of our service is tailored towards providing what our clients want and need to achieve financial success. We listen, we understand and we research before we provide solutions to help you meet your financial objectives and aspirations.

Our services

We understand that our clients have different goals and objectives. We personalise and tailor our advice service to each client.

Where to find us

Head office address: 7, Oadby, Leicester, Leicestershire, LE15 6AL

Service coverage

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Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£125,000

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Website

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

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FCA authorised

Last authorised 26th July 2021

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