Intelligent Financial Advisory Ltd

Independent Financial Adviser  Intelligent House, Lutterworth, Leicestershire, LE17 4PN
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FCA authorised
Last authorised 22nd February 2021
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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Buy my next home
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Equity release
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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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Offshore investments
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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
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Long term care
Meet our advisers
MR Sonni Assi
Director
MR Sukhpal Toor DipPFS
Independent Financial Adviser/Director
MR Jas Dhesi
Independent financial Adviser
MR Bal Gill
Independent Financial Adviser Ba(Hons)
MR Ramsy Dhillon APFS
Chartered Financial Planner
MRS Helen Somaiya
Independent Financial Adviser
MR Ajay Badiani
Independent Financial Adviser
MR Mihir Shah DipFA
Independent Financial Adviser
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.

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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    Face to face

Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN

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