Intelligent Financial Advisory Ltd
Intelligent House
Central Park
Lutterworth
LE17 4PN
Established in 2015, the team at Intelligent Financial Advisory has many years’ experience providing practical financial planning advice to people, families and businesses.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Intelligent Financial Advisory, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Intelligent Financial Advisory Ltd is registered in England and Wales.
Authorised and regulated by the Financial Conduct Authority. Intelligent Financial Advisory Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 669729.
{{ adviserProfile.bio }}
- {{ i }}
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.