Intelligent Financial Advisory Ltd

Independent Financial Adviser Suite 1, 73D Main Street, East Leake, Loughborough, Leicestershire, LE12 6PF
First meeting at adviser's own cost
Response rating
FCA verified
10th December 2018
20 years experience of providing financial advice
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • ISAs
    • Offshore investments
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Savings for children
    • Estate planning
Meet our advisers
Helen Somaiya DipPFS SIPW
Independent Financial Adviser
What our clients say
Helen Somaiya visited this evening . I’m sure she had been out of the house at least as long as me as we had met briefly this morning at a Business Coffee Morning. This evening it was time for the pensions, not an easy task as we found a pension that had not been mentioned by Aviva, not a small one either ! Helen covers every angle, misses nothing and I couldn’t recommend her highly enough. We feel confident in Helen looking after our financial decisions . Thank you
L Mallon, Leicestershire
Where to find us

Suite 1, 73D Main Street, East Leake, Loughborough, Leicestershire, LE12 6PF

Contact us
About us

Creating, Managing and Protecting your Wealth, the intelligent way

Our services

Tailor Made Advice.
Intelligently explained.
In Plain English.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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