Intelligent Financial Advisory Ltd
FCA authorised
Last authorised 24th January 2022
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
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, LE12 6PF
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Providing personal service to our clients is at the core of everything we do.
Creating, managing and protecting your wealth the intelligent way
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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