Intelligent Financial Advisory Ltd

Independent Financial Adviser  16, Daventry, Northamptonshire, NN11 8QL
First meeting at adviser's own cost
Creating, managing and protecting your wealth the intelligent way
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Sonni Assi
Director and 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.

Where to find us
Head office address: 16, Buzzard Close, Broughton Astley, Leicestershire, LE9 6TX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 5.28 mi
I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
 
Independent Financial Adviser 5.29 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 6.48 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
Independent Financial Adviser 6.8 mi
I’m not your typical Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest