About the Business
We are a highly principled firm of Independent Financial Advisers, offering full Holistic Financial Planning and Wealth Management services.
We are trusted among our Clients, whether individuals, corporate entities or small business owners, and trustees, to help them accumulate, utilise and maintain their wealth.
At Intuitive Financial Associates, we understand why you're investing. You have specific financial goals and the desire to provide for yourself and your family. We offer investment strategies that are specifically designed for you.Our main aim is to deliver our advice process and our service proposition in a profitable, ethical and sustainable manner where there is clear value for both parties and an ongoing relationship with the client.
Business Services
Our Services
Investments:
How we assist people make investment decisions and an overview of our unique investment opportunities.
Retirement Planning:
Retirement planning is crucial at any stage in life. Discover how we help people of all ages achieve their retirement goals.
Estate Planning:
With careful estate planning, you can minimise your estate's exposure to inheritance tax. Find out how we can help.
Business Planning:
If you need assistance with your business strategy, our team of independent experts can help you and your business.
Portfolio Management:
We assist experienced and beginners manage their portfolios. Find out how our regular reviews ensure your portfolio meets your objectives.
Discretionary Services:
Find out about our bespoke investment services tailored for high net worth individuals with assets over £500,000.
Location & Hours
Cornerhouse, Robey Close, Linby
Write a Review
-
Email Address
-
Office
Intuitive Financial Associates
-
Get Directions
Cornerhouse, Robey Close, Linby, Nottingham, NG15 8AA
-
Phone
