Intelligent Financial Advisory Ltd

Independent Financial Adviser  Intelligent House, Lutterworth, Leicestershire, LE17 4PN
First meeting at adviser's own cost
Creating, managing and protecting your wealth the intelligent way
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.3/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Jas Dhesi
Independent financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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, services provided: -
Pensions
Pension Transfers

Where to find us
Head office address: Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 10th May 2021

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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.