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Tel: 0345 250 7499 Email: postbox@intuitivefs.co.uk

Will Writing is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business.

Protection


Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.

The subject of wealth protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.


Components of a successful wealth protection strategy

At Intuitive FS, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future. A forward-looking and integrated wealth protection strategy will help ensure a lasting legacy for you and your loved ones.

With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives.

Protecting the important things in your life

Intuitive FS are on hand to sit down with you and discuss all your requirements and needs – advice that may prove invaluable when protecting the important things in your life.

We can help you deal with the ‘what ifs’ in life such as illness, injury or even death. By thinking about these things now, you can plan ahead and gain peace of mind that you and your family will be looked after financially.

Our Services

Investment

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

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Pensions

Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. Intuitive FS work with you to consider all the options based on your needs and risk appetite.

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Protection

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few.

Read More

Mortgages

Mortgages

Intuitive FS are committed to finding you the right mortgage that suits your individual circumstances. As your mortgage will be one of the biggest financial commitments you will ever make, we believe it is important to make sure you always have the most appropriate mortgage available. We will also guide you through each step of the process.

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Contact Us

Intuitive FS
8 High Street,
Sutton Coldfield,
West Midlands
B72 1XA

Tel: 0345 250 7499
Email: postbox@intuitivefs.co.uk

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