Financial Advice based on Trust, Integrity and Independence. Advisers in Leicester & Burbage.
What our clients say
Thank you so much for all of your invaluable assistance. You have made the perplexing process of purchasing my first property considerably less mystifying. Much gratitude & all the best .
My wife and I needed financial planning for Inheritance Tax planning in 2016. We were introduced to Bharat whom we at once felt was a person to trust and to provide a good service. We had a number of meetings over a couple of months during which he thoroughly investigated our finances and our aims and plans, and assessed our attitude to risk. We had as a basic aim to minimise IHT so that our children would not have a huge tax bill to pay on our demise.
We were surprised at how in depth this review was and no detail escaped his attention over a period of months. Finally he recommended a Discretionary Gift Trust in favour of our children, and this was drawn up and invested. Obviously the earlier you start one the better.
We had intended to put further funds into trust as they became available in the year 2017. This time he has a wider selection of investments from which to choose, so that is an added benefit and we have again mde a new trust and also used his advice to move funds using the AIM market, as that is the benefit after only two years of reducing IHT. We consider that his approach has always been alsolutely straight, with no pressure whatsover at any stage. We would recommend his services to anyone.
We are delighted with how Richard has helped us and fostered our trust in him. We are completely confident that he understands us and our approach to risk and investments and will recommend him to others.
I was looking for help with investments for long term financial security following a family bereavement. Bharat took his time to explore my particular financial situation, my goals and my baseline understanding of investing. He is always very patient when explaining financial concepts and his recommendations. He has adapted his advice to suit me as my situation has changed with time. He is approachable and friendly, and if I have any queries he always responds promptly. I am happy with the recommendations and service. I now feel more confident about investing and about my future. My pensions have been made more streamlined, which will hopefully serve me better in retirement.
I don't feel that Richard could have added more value, he has been open and forthright at all stages, happy to answer our questions and explain in detail what can be an extremely complex subject.
I have come to rely on Bharat's good, sound advice when it comes to matters of finance, pensions and what is best for me. At the heart of this relationship is the trust I place in him and would recommend his services when it comes to doing the right thing for your own situation.
Richard helped us with our retirement decisions and in particular helping me to understand the benefits available through my company pension scheme. His support with this made it an easy decision to continue and take advice regarding how to invest the money that I received as a lump sum. After an initial interview, Richard discussed the options we had and offered his solution in a way that complemented our thoughts. That being said, he did challenge us during this process by picking up on my wife's reluctance regarding risk and spending time educating her in connection with this without disrespecting her views. Once we had agreed possible solutions, he organised a report and presented this in a way that was clear and jargon free. He gave us plenty of time to reflect on the advice and I was impressed at the time he spent checking my wife understood and was comfortable with his suggestions.
We needed advice as we had been left a substantial amount of money from my late mother's will. We were a little nervous but Richard put our minds at ease really quickly as it was clear that he was genuinely interested in us and our views rather than blinding us with science. He explained all about different risks and different investments on a level that made sense to us. We feel he is very honest and professional and he exceeded our expectations.
Tudor Franklin was established by Richard Meats and Bharat Chudasama, with a vision for a professional financial planning and advice service that can provide clear value to our clients at any stage in their financial life. With over 25 years joint experience advising clients on such matters as investments, pensions, protection, inheritance tax planning and mortgages, we pride ourselves on being professional and delivering advice in a clear and understandable way.
In an industry where many advisers work with a restricted number of providers, we believe that there is no one size fits all approach. As we are independent financial advisers with no ties to any product provider, we can find the most appropriate solution for you and your circumstances.
Once we take the time to understand you and your requirements, we are proud to offer advice that is ethical, tailored to you and puts your needs first at all times.
We take the time to understand YOUR life, what you want from YOUR future and to understand what is of most importance to YOU. We do have specialists with a number of years experience with Inheritance Tax Planning as well as Pensions, Protection and Investments.
Where to find us
Head office address: Tudor Franklin Ltd, 10 Bradgate Road, Anstey, Leicestershire, LE7 7AA