Intelligent Financial Advisory Ltd
About Us 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.
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Verified contacts
15
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- RS
Richard Stuart
Director of Compliance · Legal
EmailPhone - ST
Sukhpal Toor
Director Independent Financial Adviser · Finance & Accounting
EmailPhone - WF
William Felix
Compliance Director · Finance & Accounting
EmailPhone - JM
Josh Mann
Independent Financial Advisor · Finance & Accounting
EmailPhone - SB
Sairas B.
Chartered Financial Planner Ifa · Finance & Accounting
EmailPhone - CB
Charlie Bewick
Financial Administrator · Finance & Accounting
EmailPhone - DN
Dominic Newland
Independent Financial Adviser · Finance & Accounting
EmailPhone - JB
Jack Bewick Financial Adviser
Independent Financial Adviser · Finance & Accounting
EmailPhone - KK
Kierten Kooner
Mortgage Advisor · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Intelligent Financial Advisory Ltd
13 distinct titles indexed · top 10 shown.
- 2independent financial adviser
- 1chartered financial planner ifa
- 1compliance director
- 1director & chartered financial planner
- 1director independent financial adviser
- 1director of compliance
- 1financial administrator
- 1independent financial advisor
- 1mortgage advisor
- 1mortgage and financial adviser
- +3more titles
Sign up to unlock all 15 contacts at Intelligent Financial Advisory Ltd
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