Intelligent Finance Planning
Intelligent Finance Planning is a financial services company based in Smethwick, England. As experienced finance brokers, they offer expert advice and guidance to their clients, helping them to make informed decisions about their finances. With a focus on intelligent planning, they work closely with their clients to develop personalized financial strategies that meet their unique needs and goals. Whether it's managing investments, planning for retirement, or securing a mortgage, Intelligent Finance Planning is committed to providing exceptional service and support to help their clients achieve financial success.
Introduction to Intelligent Finance Planning
Intelligent Finance Planning is a financial services company based in Smethwick, England. The company was founded with the purpose of providing personalized financial advice to clients to help them achieve their financial goals. What makes this company unique is their innovative approach to finance planning, using advanced technology to optimize their clients' financial portfolios and achieve maximum returns.Services & products
Intelligent Finance Planning offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also provide financial advice and guidance to help clients make informed decisions about their finances. Customers can buy customized financial plans tailored to their specific needs and goals.Location
Intelligent Finance Planning is located on Sandon Rd in the Bearwood area of Smethwick. The area is known for its diverse community and vibrant high street, with a mix of independent and chain businesses. The location is easily accessible by public transportation, with the nearest bus stop (Sandon Rd) only a few steps away. The Smethwick Rolfe Street train station is also nearby, a 10-minute walk from the office.Benefits
Customers should choose Intelligent Finance Planning because of their personalized approach to financial planning. The company takes the time to understand their clients' financial goals and creates customized plans to help them achieve those goals. They use advanced technology to optimize their clients' portfolios and maximize their returns. The company also has a team of experienced finance brokers who provide expert advice and guidance to their clients.Good to know
Customers should be aware that Intelligent Finance Planning is a fee-based financial planning firm. They charge a fee for their services, rather than earning commissions on products they sell. This ensures that their advice is unbiased and in the best interest of their clients.Reviews
Customers have given Intelligent Finance Planning high ratings for their personalized approach to financial planning and their experienced team of finance brokers. They appreciate the company's use of technology to optimize their portfolios and achieve better returns. Customers also like that the company is fee-based, ensuring that their advice is unbiased.Amenities
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internet access -
meeting room
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private office
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financial advice
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investment advice
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insurance advice
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tax advice
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financial planning
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investment planning
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insurance planning
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tax planning
FAQ
What types of financial products and services do you offer to customers?
We offer a range of financial products and services including investment planning, retirement planning, insurance, tax planning, and wealth management. We work with each client to develop a personalized plan that meets their unique financial goals and needs.What is your level of experience in the finance industry?
We have a team of experienced financial advisors with many years of experience in the finance industry. Our advisors are highly trained and knowledgeable about a wide range of financial products and services.Can you provide examples of successful financial solutions you have provided to past clients?
Yes, we have helped many clients achieve their financial goals through our personalized financial planning services. We have helped clients save for retirement, invest in profitable opportunities, protect their assets through insurance, and more.What fees and charges can customers expect when using your services?
Our fees and charges vary depending on the specific financial products and services we provide. We are transparent about our fees and will provide a detailed breakdown of all costs associated with our services before any work is done.How do you ensure transparency and compliance in your financial dealings with clients?
We are committed to transparency and compliance in all of our financial dealings with clients. We adhere to all relevant laws and regulations, and we provide clear and honest communication throughout the entire process. We also provide regular updates and reports to ensure that clients are informed about their financial situation at all times.Reviews
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TIM BOND DENTAL
Rob and Jess have been amazing throughout the purchase of my house always responsive, excellent knowledge and advice. Can’t recommend them enough!
26-11-2022
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Marcia Yafai
Originally my brother referred me to Jess and Bob.. Well what can i say they are fantastic at what they do to make your mortgage quick and easy going. I can't thank Jess enough for all her efforts to help me with our purchase. Helpful, understanding and professional! 5 stars on communication!
26-05-2022
