Intelligent Financial Advisory Ltd
aka Intelligent Financial Advisory Ltd
About
About Us Meet the team Our Services Calculators Digital Services Contact Us Newsletters Welcome to Intelligent Financial Advisory We are an experienced team of financial advisors providing advice to individuals and businesses throughout the UK. Get in touch Welcome to Intelligent Financial Advisory We are committed to putting clients at the heart of everything we do and providing the best poss...
Source: i-fa.org.ukContact & Location
Regulatory Information
- FRN
- 669729
- Status
- Authorised
- Date Authorised
- 13 July 2015
- Years Authorised
- 10 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 09186448
- Company Status
- Active
- Incorporation Date
- 22 August 2014
- Directors
- 5
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 66190
Team (20)
Sukhpal Singh Toor
ApprovedCertifiedUpkaram Kumar Assi
ApprovedCertifiedWilliam Felix
ApprovedCertifiedRanminder Singh Dhillon
ApprovedCertifiedJoshua Avtar Singh Mann
CertifiedChervin Marcus Dell
CertifiedKiran Patel
CertifiedJack Bewick
CertifiedKierten Darshan Singh Kooner
CertifiedSairas Bajaj
CertifiedDominic Newland
CertifiedAlan Barber
CertifiedPhilip Gardner
CertifiedScott Christian Harris
CertifiedPalvinder Kuner
CertifiedKarl Johan Lindqvist
CertifiedDarryl Irwin
CertifiedBaljinder Singh Gill
CertifiedTarnjit Kaur Assi
CertifiedHelen Somaiya
Certified
Google Reviews
4 reviews on Google
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Quick Facts
- Lutterworth, East Midlands
- 10 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 09186448
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.