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Family at a Beach

Your Financial Advice Journey

What happens when you receive independent financial advice from Intelligent Financial Advisory?


When you come to us for independent financial advice, you will follow a process that has been carefully designed to ensure consistency and the fair treatment of all clients. This will lead to the creation of a bespoke financial plan that is tailored to your unique circumstances.

At Intelligent Financial Advisory, we adhere to a thoughtfully crafted financial planning approach, ensuring transparency and clarity at every stage.



1. Introduction and fact find

We offer all potential clients an initial meeting, which is completely free of charge and obligation. This meeting serves as an opportunity to assess the compatibility of our services with your needs, helping us determine how much value we can add. We will also discuss the associated costs and service levels, both at the outset and throughout our partnership together. We provide the flexibility of conducting meetings in person, via phone, or through a secure web-conferencing platform, at a time and place to best suit you.

During this stage we delve deeper into your financial goals and lifestyle aspirations. We will gather details regarding your current financial arrangements, while also gaining insight into your level of financial expertise and your attitude toward risk. 

2. Diagnosis and research

We now explore the market to find the best and most fitting solution to your requirements. We are able to search 'whole of market' as we are unbiased and truly independent. Following a comprehensive research process, we will provide you with a suitability report that includes our analysis and recommendations on how to achieve your financial and life objectives.

3. Presentation and recommendation

We will discuss the report's contents to ensure you fully understand our findings and recommendation. It could entail making minor adjustments to your current arrangements, or it might necessitate some trade-offs to align with your objectives. Nevertheless, we are committed to maintaining an open, truthful, and transparent approach in our interactions with you, and we are ready to offer additional support whenever necessary.

4. Client consent and implementation

If you are happy with our recommendation, we will assist you in completing the necessary forms and the processing of these. Once all paperwork is in order, we will transition to the implementation phase. At this stage, your plan will be administered by an experienced member of our team, dedicated to ensuring a smooth and efficient process. We diligently collaborate and follow up with third parties to minimise any unnecessary delays.

5. Ongoing advice and reviews

After your plan has been formulated and implemented, the question arises regarding how you would like to shape our ongoing relationship and the frequency of contact. Intelligent Financial Advisory takes great pride in developing long term relationships with our clients. Continuing service is fundamental in adapting to economic and regulatory changes, aligning with your evolving needs and financial objectives.



"Jack was highly recommended to us when we started our house buying journey, and it was the easiest decision we made throughout the whole process. He was extremely helpful, knowledgeable and had a genuine desire to help us with all of our queries and was dedicated to getting us the best deal on the market at the time.


We couldn’t ask for a better Mortgage Adviser. Thank you Jack for everything you have done so far. We really appreciate your hard work and would absolutely recommend you to anyone looking to buy a house."


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