Intelligent Financial Advisory Ltd

Independent Financial Adviser Intelligent Financial Advisory Ltd, Harborough Innovation Centre, Airfield Business Park, Leicestershire, LE16 7QB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Creating, managing and protecting your wealth the intelligent way
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Equity release
    • Long term care
Meet our advisers
Mihir Shah DipFA
Independent Financial Adviser
Ajay Badiani
Independent Financial Adviser
Helen Somaiya
Independent Financial Adviser & Estate Planner
Ramsy Dhillon APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Bal Gill
Independent Financial Adviser Ba(Hons)
Accreditations
Certified Financial Planner
adviser-person
Jas Dhesi
Independent financial Adviser
Accreditations
Certified Financial Planner
Sukhpal Toor DipPFS
Independent Financial Adviser/Director
Sonni Assi
Director and Independent Financial Adviser
Accreditations
Certified Financial Planner
Where to find us

Intelligent Financial Advisory Ltd, Harborough Innovation Centre, Airfield Business Park, Leicestershire, LE16 7QB

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

We are regulated and directly authorised by the Financial Conduct Authority

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