Intelligent Financial Advisory Limited

Independent Financial Adviser  227, Coventry, West midlands, CV1 4FS
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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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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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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Socially responsible investments
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Ramsy Dhillon
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered Financial Planner
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

Personalised and tailored advice to each client.

Where to find us
Head office address: 227, Lutterworth Rd, Leicester, LE2 8PG, LE2 8PG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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