fbpx
Business Overview
Location
Advisors
  • Business overview

    Our professional services

    • Financial Advice
      • Investment
        • Investing for Income
        • ISAs
        • Trusts
        • Unit Trusts
      • Pensions & Retirement
        • Annuity
        • Corporate Pensions
        • Drawdown
        • Pension Consolidation
        • Pension Review
        • Pension Transfer
        • Retirement Planning
        • SIPPs
        • Stakeholder Pensions
      • Wealth Management
        • Savings
        • Tax Planning
    • Mortgage Advice
      • Buy to Let Mortgages
        • Commercial Mortgages
          • Equity Release
            • First Time Buyers
              • Poor Credit
                • Remortgage
                  • Right To Buy
                    • Self Build
                      • Self-Employed Mortgages
                      • Protection Advice
                        • Critical Illness
                          • Income Protection
                            • Key Person Insurance
                              • Life Insurance
                                • Private Medical Insurance

                                Our advice methods

                                About Intelligent Financial Advice Limited

                                Social Links

                              • Find Intelligent Financial Advice Limited

                                Find Intelligent Financial Advice Limited

                                No Records Found

                                Sorry, no records were found. Please adjust your search criteria and try again.

                                Google Map Not Loaded

                                Sorry, unable to load Google Maps API.

                              • Advisors

                                Meet the advisors

                                Derek Gunningham

                                Managing Director and Independent Financial Adviser, Dip PFS

                                Derek is the Managing Director of Intelligent Financial Advice and was a Director at the Derbyshire Building Society until 2005. In addition to his management role Derek continues to act on behalf of individual clients and specialises in Wealth Management and Inheritance Tax planning. He has specialist qualifications in Pension Planning (G60/AF3) and holds the Securities Institute Investment Advice Certificate.

                                Steve Moody

                                Independent Financial Adviser, Dip PFS

                                Steve is the Operational Director of Intelligent Financial Advice and sits on the Investment Committee. He holds the Diploma Level 4 Financial Services qualification and is currently working towards the Chartered Financial Planner status. Operating primarily in the Pensions and Investments market, Steve has a key focus on wealth management strategies for growth, income and capital preservation objectives.

                                Robert Murray

                                Investment Director

                                Robert Murray is the Investment Director of Intelligent Financial Advice Ltd with over 25 years’ experience in the Financial Services profession. With primary responsibility for portfolio management via our Active Wealth Management system, Robert continues to offer advice to individual clients in Wealth Management and Inheritance Tax Planning. He has specialist qualifications in Pensions (G60 (AF3), K10, K20), Taxation & Trust (F10 (AF1)) and Personal Investment Planning (G20 (AF4)).

                                Brian Emerton

                                Compliance Director and Mortgage Adviser

                                Brian worked for several years in the banking industry after leaving university. He has been a Financial Adviser for over 20 years and is a specialist investment adviser and mortgage broker (including commercial finance) As Compliance Director for the firm Brian has responsibility for dealing with all regulatory interaction with the FCA and overseeing our Adviser Training and Competence scheme

                                Jane Martin

                                Independent Financial Adviser, Dip PFS

                                Jane is a director at our Mansfield Office (formerly TLAPC Ltd), based in a quiet business park close to the centre of Mansfield. Jane is a Chartered Financial Planner with 23 years’ experience in Financial Services, which is one highest qualification levels in Financial Services. Jane is enthusiastic about Financial Planning and enjoys working with clients to bring clarity and organisation to their finances, so they are able to make sensible decisions about money and achieve their long-term goals. Jane’s experience and knowledge has been built up by working with some of the Largest Insurance Companies and latterly within large accountancy firms.

                                Kieth Halhead

                                Independent Financial Adviser, Dip PFS

                                Kieth has extensive knowledge of the post-retirement market including investing for income and planning to protect assets from the potential implications of Inheritance Tax and Long Term Care fees. He has been an adviser for over twenty years and holds the Diploma Level 4 Financial Services qualification.

                                Jeremy Edwards

                                Independent Financial Adviser, Dip PFS

                                Jeremy is an Independent Financial Adviser of Intelligent Financial Advice. He has been working in the Insurance industry for over 20 years. Jeremy continues to act on behalf of individual clients and specialises in Wealth Management and Retirement Planning. He has a specialist qualification in Long Term Care (CF8)

                                Elaine Scattergood

                                Independent Financial Adviser, Dip PFS

                                Elaine has over twenty years of experience as an IFA and holds the Diploma Level 4 Financial Services qualification. Retirement planning is her primary specialist area both in terms of ‘pre-retirement’ planning (building up a fund for the future) and ‘at retirement’ advice including annuity purchase and income draw down (using the fund to produce benefits).

                                Haran Bains

                                Independent Financial Adviser, Dip PFS

                                Haran has been an Independent Financial Adviser for Intelligent Financial Advice for coming up to ten years. Haran provides dedicated advice to Professional Sports People and a variety of clients working in the City. In addition to specialising in Mortgage advice he also offers advice in relation to, Insurance, Wealth Management and Retirement Planning.

                                Neil Sanderson

                                Independent Financial Adviser, Dip PFS

                                Neil has 25 years financial services experience, holds the Diploma Level 4 Financial Services qualification and is currently working towards the Chartered Financial Planner status. Operating primarily in the Pensions and Investments markets Neil has a key focus on wealth management strategies for growth, income and capital preservation objectives.

                              Contact Intelligent Financial Advice Limited