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Intelligent Financial Advisory Ltd

aka Intelligent Financial Advisory Ltd

Authorised FRN 669729 5.0 (4)

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.uk

Contact & Location

Address
Intelligent House, 9 Central Park, Lutterworth LE17 4PN, UK
More advisers in Harborough
Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
13 July 2015
Years Authorised
10 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (17)
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

    ApprovedCertified
  • Upkaram Kumar Assi

    ApprovedCertified
  • William Felix

    ApprovedCertified
  • Ranminder Singh Dhillon

    ApprovedCertified
  • Joshua Avtar Singh Mann

    Certified
  • Chervin Marcus Dell

    Certified
  • Kiran Patel

    Certified
  • Jack Bewick

    Certified
  • Kierten Darshan Singh Kooner

    Certified
  • Sairas Bajaj

    Certified
  • Dominic Newland

    Certified
  • Alan Barber

    Certified
  • Philip Gardner

    Certified
  • Scott Christian Harris

    Certified
  • Palvinder Kuner

    Certified
  • Karl Johan Lindqvist

    Certified
  • Darryl Irwin

    Certified
  • Baljinder Singh Gill

    Certified
  • Tarnjit Kaur Assi

    Certified
  • Helen Somaiya

    Certified

Google Reviews

5.0

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.