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  11. Intuitive FS

Intuitive FS

Restricted - Whole of Market  1A Belwell Lane,, Sutton Coldfield, B74 4AA
Our advisers all have decades of experience at providing excellent detailed investment and pensions advice for all ages of clients. Our administration team can't wait to process our clients' cases and help in any way they can.
We can advise you on
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Annuity purchase
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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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SIPPs
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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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Regular savings
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Savings for children
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School fees planning
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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
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Louise O'riely
About us

The firm was established in 2009 by Louise O'Reilly. Having worked for many years for HSBC Bank Louise's aim was to run a local firm which is purely committed to the financial planning needs of wealthy individuals and families. We are part of Quilter Financial Planning Ltd, the UK's largest network of financial planners, which keeps our advice and processes up to date and efficient. Further it provides our clients with peace of mind that there is a company of huge financial strength and strict governance backing our firm.

Our services

We have 3 services available, transaction only, financial planning and wealth management. Once we explain the differences in services, it is up to the client which level of service they require.

Where to find us
Head office address: 1A Belwell Lane,, Sutton Coldfield, B74 4AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 14th June 2021

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