Intelligent Financial Advisory Ltd
FCA authorised
Last authorised 20th September 2021
20 years experience of providing financial advice
We can advise you on
Pensions & retirement
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Financial planning
Wealth management
Investments
ISA / Unit Trusts / OEICs
Investing for income
Offshore investments
Socially responsible investments
Savings
Savings for children
Insurance & protection
Accident & sickness
Critical illness
Income protection insurance
Life insurance
Tax & trust planning
Estate planning
Meet our advisers
MRS Helen Somaiya DipPFS SIPW
Independent Financial Adviser
About us
Creating, Managing and Protecting your Wealth, the intelligent way
Our services
Tailor Made Advice.
Intelligently explained.
In Plain English.
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
-
Telephone
-
Face to face
Suite 1, 73D Main Street, East Leake, Loughborough, Leicestershire, LE12 6PF
Similar advisers near you
Providing personal service to our clients is at the core of everything we do.
Creating, managing and protecting your wealth the intelligent way
𝐖𝐡𝐚𝐭𝐞𝐯𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭, 𝐰𝐞’𝐫𝐞 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩; 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐩𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐥𝐚𝐭𝐞𝐫 𝐥𝐢𝐟𝐞 𝐚𝐝𝐯𝐢𝐜𝐞 𝐚𝐧𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠. ★★★★★
WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS.
Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
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