Your Trusted Partner in Financial Growth
Guiding individuals and businesses with smart strategies to secure a stronger financial future.
About Us
After over 20 years working for the high street banks in 2022 I decided to become independent so I could offer the best products for my clients. I help individuals and families grow, protect, and manage their wealth with clear, personalised financial advice.
We specialise in helping clients make confident decisions around:
-Investments
-Pensions
-Estate & Legacy Planning
-Protection
Whether you’re planning for retirement, protecting your family’s future, or growing your wealth, I’ll guide you with a tailored strategy built around your goals—short, medium and long-term. Clients choose me for my honest advice, expert knowledge, and consistent 5-star service with a friendly, down-to-earth approach.
Outside of work, I enjoy spending quality time with my family. I’m always interested in learning new things and believe in maintaining a healthy work-life balance.
Get in contact to set up a meeting for which there will be no initial charge. I am happy to do meetings face to face or by teams/zoom.
Chervin – Independent Financial Adviser
Sarah Thi - Client Support Administrator
I have enjoyed a career in financial services since 2003. I started at a wealth management company, establishing and heading up their investment operations, before leaving to travel and focus on personal interests and community.
This breadth of experience enables me to provide valuable support to Chervin and help deliver an exceptional service to his clients.
Outside of work I am a member of a running club and do races up to 100 miles. I am a guide runner for visually impaired runners. I also train in kung fu, am learning the piano and volunteer weekly at a foodbank.
Ava - Multi Channel Marketing Apprentice
After completing my A-Levels in Business, Media, and Philosophy at Lutterworth College, I recently began my career as a Multi-Channel Marketing Apprentice. I am now working towards a qualification in Digital Marketing while supporting the development of the company’s digital branding.
I’ll be involved in content creation, social media management, and supporting wider digital campaigns across the company’s channels.
I’m passionate about all areas of digital marketing, particularly how social media and websites can be used to create engaging content and drive successful marketing strategies.
Outside of work, I enjoy running, travelling to new places, and catching up with friends.
Our Vision
To give clients peace of mind by expertly managing their finances, so they can focus on living their lives — becoming their trusted first point of contact and earning their referrals through exceptional care and service.
Our Mission
Our mission is to simplify financial decision-making by delivering personalised, transparent, and results-driven strategies. We aim to help our clients grow, protect, and preserve their wealth while building lasting relationships based on trust and integrity
Core Values
Integrity, client-first focus, excellence in service, accountability, and innovation in every solution we provide.
Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN
Company No: 09186448| VAT No: GB177598934
Intelligent Financial Advisory Ltd is registered in England and Wales. Registered office Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN.
Authorised and regulated by the Financial Conduct Authority. Intelligent Financial Advisory Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 669729
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.