Intuitive Financial Associates LLP

Helping you achieve your financial goals We offer investment strategies that are specifically designed for you. We are a highly principled firm of Independent Financial Advisers, offering full financial planning and wealth management services. Our advisers are trusted by our array of clients, including individuals, corporate entities, business owners, and trustees, ensuring they accumulate, utilise and maintain their wealth. Our mission is to deliver independent advice in an ethical and sustainable manner providing clear value for both parties and ensuring an ongoing relationship with you, our client. Our services Investments Retirement Planning Estate Planning Business Planning Portfolio Management Discretionary Investment Service What you can expect from us We work from a researched panel of funds or bespoke investment direct through our various product providers. Each client has individual needs and requirements and we deliver solutions to help achieve your goals. We have access to a multitude of product providers which helps in our search for suitable client investments, enabling us to individually build your wealth successfully. We offer dedication and loyalty to our clients. In our endeavour to keep our clients fully informed on their investments we offer frequent investment reviews and highlight new possibilities in the changing market. Initial Discussions (Conducted at our expense) In initial discussions with you we will explore your natural assets, your current financial status, including salary and pension, and your financial aspirations. We will obtain your authority to talk to your current providers and to research the market for you, offering possible alternatives, indicating growth and potential risk. If you decide to engage our services we will then lay out our fee structure. We will compare our proposal with your current portfolio and discuss it with you before agreeing the way forward. Our advice extends seamlessly from personal finances to protecting and planning for your business interests. We independently monitor wide ranging investment providers before making proposals for your funds. Once we have constructed your Portfolio we will discuss it with you at length to ensure you completely understand the opportunities offered and our commitment to you. Once the portfolio is accepted by you we will offer regular reviews, at least annually and more frequently if required depending on the level of on-going service you require. At this stage we will take the opportunity to go over our initial discussions with you and the decisions you made for us to provide your portfolio, making any necessary changes to ensure your risks are kept to a minimum. With the ever changing face of the financial market we have to be at the top of our industry to offer consistently high standards to our clients.

Address: Birchin Court, 20 Birchin Lane, London, EC3V 9DU, UK

Phone: +44 20 3713 0588
FAX: