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Brochure 07092010


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Intuitive FS Brochure

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Brochure 07092010

  1. 1. Our Proposition Independent Financial Advice For Individuals & Businesses: Intuitive FS ● Residential Mortgages Intuitive FS was established as many professionals ● Commercial Mortgages across the City of Birmingham were looking for a fresh, trustworthy approach to nancial planning for ● Buy to Let Mortgages whether themselves and their clients. owned personally, within a Ltd Company, within a LP or SPV At Intuitive FS we recognise the borrowing ● Personal Protection Arrangements requirements of self employed professionals, business ● Life Assurance leaders and individuals who don’t t in the box. We ● Critical Illness Insurance know about cash and banking and we understand pensions, investments and protection. ● Income Protection ● Private Medical Insurance We take pride in the holistic and complete service ● Investing for your future that we o er, which is tailored to each individual’s ● Planning your retirement circumstances. ● Analysing existing retirement Intuitive FS provides clients with advice on all aspects of provision nancial planning, including: ● Inheritance Tax Planning ● Helping individuals and businesses to ● Tax e cient Investment Solutions grow and protect their wealth ● Domestic and Buy to Let ● Planning for retirement Buildings and Contents Insurance ● Estate and trust planning For Businesses: ● Owning a home ● Continuity & Succession Planning ● Protecting against risk ● Ownership Protection ● Loan Protection ● Key Person Protection ● Group Pension Schemes ● Group Private Medical Insurance ● Commercial Insurance (buildings, contents, PI, public/ employer liability, eet) ● Business Financing Solutionsw Call 0845 250 7499 Web
  2. 2. Independence TechnologyIndependence means we are able to provide Market leading IT systems enable us to presentwhole of market advice on a comprehensive solutions which are in keeping with the currentrange of the best nancial products from the economic climate. Our customer contactleading providers in the industry. We are not tied management system allows us to proactivelyto any bank or provider so our advice is tailored to contact clients on a regular basis, as and whenyour requirements. appropriate.O ering an independent nancial solutions’proposition, our aim is to work with individuals Professional Serviceand business clients providing clarity and a Being part of MINT Financial Services ourstraightforward approach to topics which can be compliance and standards of advice arecomplex and confusing. monitored closely and reports are made to theSave Time and Money Financial Services Authority. This leaves our advisers free to concentrate on what matters, andWe are committed to saving our clients time that is the clients.and money. We work hard to understand aclient’s goals and aspirations making nancial Once any transaction has completed we do notrecommendations based on a comprehensive just ‘move on to the next’ but continue to workand detailed analysis of their individual needs. If a alongside clients. This ensures that as clients’client needs both nancial and mortgage advice circumstances and requirements change overat the same time, two specialist advisers can be time, we continue to o er advice that re ectsmade available to provide an e cient and cost these changes.e ective solution.We are completely exible, understandingthe need to t around business and home lifecommitments.Advice is o ered once we have clari ed a client’s IntuitiveFSsituation and established objectives. Clients canrest assured that even and fair treatment is acornerstone of our corporate culture. Clear Thinking | Creating Solutions Email
  3. 3. For further information or to arrange a meeting at a location and time tosuit you please contact us as follows:Call 0845 250 7499Email Intuitive FS, Cornwall Buildings, 45 Newhall Street, Birmingham, B3 3QRIntuitiveFSClear Thinking | Creating SolutionsYOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.The FSA do not regulate some forms of Buy to Lets.