Intuitive FS

Independent Financial Adviser  1A Belwell Lane,, Sutton Coldfield, B74 4AA
First meeting at adviser's own cost
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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Pensions transfer
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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
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Louise O'riely
What our clients say
l have been with Louise now for ten Years and circumstances have changed Financially and she has worked throughout with the most professional and understanding advise for my pension and future. Louise has been excellent and explains everything.
Linda, Worcestershire
At probably one of my most difficult times in my life Louise was a friendly face who listened and advised me in an are of which I had no previous knowledge.
Tammi, West Midlands
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
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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