Intelligent Finance Planning Ltd is a firm of Independent Financial Advisers (IFAs) authorized and regulated by the Financial Conduct Authority (FCA). The company provides holistic and bespoke financial planning services to both individual and corporate clients. Their core mission is to help clients achieve their financial goals through impartial advice on areas including pension and retirement planning, investment and wealth management, financial protection (like life insurance and critical illness cover), and estate and inheritance tax planning. They pride themselves on building long-term client relationships based on trust and transparency.

Founded in

United Kingdom