Intelligent Wealth Management Partnership Ltd

Independent Financial Adviser One Victoria Square, Birmingham, B1 1BD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Natalia Lingiah APFS, BSc(Hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Gareth Cope BA(Hons), FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I first met Natalia just before reaching my retirement age. At once, I found her to be a very pleasant and approachable person. She is a good listener and took time to understand my lifes ambitions, not just my financial goals. After a thorough examination of my attitude to risk, which she explained in a very understandable manner, she formulated an investment plan for me to consider. At no time did I feel under any pressure to accept her recommendations. She is an extremely caring, professional person and I would recommend her to anyone without hesitation.
Richard, Warwickshire
We were previously advised by St James Place for a number of years and grew unhappy with their lack of service and high charges (often hidden). We were recommended Natalia by friends and she has been fantastic from day 1 - we're so pleased that we made the switch. The performance of our investments has improved significantly and so has the quality of our meetings and general peace of mind. She has taken a lot of time to understand our needs and circumstances and we feel a much stronger connection than we ever did previously. We really are so very happy with our decision to appoint Natalia and would recommend her without hesitation to any one looking for a financial advisor with high integrity and for someone who really cares about their client's financial well-being.
Vic and Kim, Worcestershire
Natalia has given us a range of very helpful advice. She is very professional and not at all "salesy". She demonstrated a thorough knowledge of all the options available to us, and was therefore able to recommend the perfect solutions for us. She was willing to visit us at home at the weekend due to work commitments we have during the week, which was really helpful. Overall, we're absolutely delighted with the service and recommendations provided, and I would strongly recommend Natalia.
Richard, West Midlands
Natalia explains her proposals and the investment situation clearly. She appears on top of market information and my portfolio of investments. She is efficient and to the point but is also very personable so it is always a pleasure to see her. Finally I would say that my portfolio has done well under her care which is a good outcome and that she is prepared to be flexible when necessary.
Jane, West Midlands
Natalias advice and guidance has been absolutely invaluable for our retirement planning. We not only have much greater clarity over our finances and future, but weve also saved a lot of tax in the process. We would definitely recommend Natalias services she listens well and we feel in very safe hands.
David and Karen, West Midlands
Excellent! We approached Natalia for advice on retirement planning and pensions. She took great care to understand our needs and provided clear, well considered and timely advice. Natalia is a very good communicator, both verbally and in writing.
Rob and Jenny, Shropshire
I would definitely vouch for Natalia, I think she is very understanding and listens well. She also can relate to the problems women face when looking at their financial situation, she anticipates the questions and situations that you might ask about in regards to the future. She is also very thorough. A fresh look at your situation will always help, at least every few years and it was worth the money as it clarifies what you should or could do.
Judith, Warwickshire
Natalia went out of her way to provide advice on all aspects of our finances. She explained the details of various products very patiently, thoroughly and clearly. We were very impressed with Natalia's knowledge and ability to recall the details of our investments and policies when in discussion with her. Natalia was very easy to talk to and after acting on her advice gave us peace of mind that our finances were in good order. We would have no hesitation in recommending her.
Amanda, Birmingham
Where to find us

One Victoria Square, Birmingham, B1 1BD

Contact us
About us

Natalia is one of four financial planners at IWMP and is a highly qualified and long established independent financial adviser, based in the Midlands. The firm deals with all aspects of financial planning including protection and tax planning but has a particular expertise with investments and pensions. The firm also advises many small to medium size businesses and high net worth individuals.

Our services

Once we have a full understanding of your needs, we provide a clear vision of your future and devise a plan to help you navigate the important decisions in your life.

Our investment approach leverages leading academic theory and high quality empirical evidence to ensue we make the best possible recommendations, helping you to secure the best possible outcomes.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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