Intelligent Financial Advice Ltd

Any advice we offer is specifically tailored to your individual needs and circumstances

  1. INHERITANCE TAX
    My assets may exceed the IHT allowance and I want to see if I could save tax.

  2. GUARANTEED INVESTMENTS
    I have money in the building society but do not want to take risks.

  3. PORTFOLIO INVESTMENT ADVICE
    I have various investments but do not think they are being managed effectively.

  4. INVESTMENT INCOME
    I need to produce an additional income to supplement my pensions or other income.

  5. PRE-RETIREMENT PLANNING
    I want to build up a fund to be used to produce income when I retire.

  6. POST-RETIREMENT PLANNING
    I have accumulated a retirement fund and now want to produce a regular income.

  7. PROPERTY PURCHASE
    I need general mortgage advice and/or would like to know about 'buy to let' as a possible investment.

  8. PROPERTY PURCHASE (BUSINESS)
    Is it a good idea to use my pension scheme to purchase my business premises?

  9. KEYMAN PROTECTION
    My business will need a lump sum to protect profits if anything should happen to my key employee(s).

  10. PARTNERSHIP/SHARE PROTECTION
    My business will need a lump sum to purchase the shares of my business partner should he/she die.

    There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £250.00. The Financial Services Authority does not regulate trust advice and some aspects of buy to let and commercial mortgages.

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