Intelligent Financial Advisory Ltd
Loughborough & Leicester #LoveBiz Communities
Contact: Helen Somaiya (was Gadsby)
Telephone: 07928 676 675 / 0116 426 0100
Helen is a self-employed Independent Financial Adviser (an IFA at I-FA!).
Her skills include advising on Pension Savings, Other Investments (Bonds, Unit Trusts etc), Tax efficient Savings (ISA’s, EIS’s & VCT’s) plus Inheritance Tax Planning & Personal, Family & Business Protection.
Helen is based in Charnwood, Leicestershire, offering financial advice to her clients all over the county. She can speak Gujarati, German and of course English.
Her career in finance stretches back to 1994 when she first started working in financial services. She worked as an adviser in one of the largest UK & European Top 4 Banks in the industry for nearly 20 years.
6 years ago the Bank made some changes and she then she has been self-employed.
Intelligent Financial Advisory Ltd is a group of like minded IFA’s who are based in Lutterworth, just off junction 20 of the M1.
Their new offices opened in May 2019, offering clients a bespoke fresh approach to financial advice.
The company’s motto is as follows:
At 'Intelligent Financial Advisory Ltd' our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward.
You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree on the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Helen offers meetings where the initial financial discussion is at her expense, not the clients.
There’s no hourly rate charged and all fees are clearly explained by way of a Client Agreement document, in line with FCA TCF guidelines (Treating Customers Fairly).
I-FA Ltd are directly authorised and regulated by the Financial Conduct Authority, reference 669729.
For further information please email Helen at : Helen@i-fa.org.uk.