Intelligent Financial Advisory Ltd
15th October 2018
20 years experience of providing financial advice
We can advise you on
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Investments
- Investing for income
- ISAs
- Offshore investments
- Socially responsible investments
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Savings for children
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Tax & trust planning
- Estate planning
Meet our advisers
Helen Somaiya DipPFS SIPW
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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
Where to find us
Suite 1, 73D Main Street, East Leake, Loughborough, Leicestershire, LE12 6PF
Contact usAbout us
Creating, Managing and Protecting your Wealth, the intelligent way
Our services
Tailor Made Advice.
Intelligently explained.
In Plain English.
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