Business Details
23 Years
experience
Trusted Financial Advisers in Amersham
At Intelligent Financial Planning, we bring over 14 years of dedicated experience in financial services, specialising in impartial advisory practices that prioritise our clients' interests. Our team combines expertise in insurance, banking, and mortgage advisory to deliver tailored financial strategies for individuals, families, and businesses. We follow a structured process of analysis, planning, advice, and protection to ensure comprehensive solutions aligned with your long-term goals. Our commitment to transparency and client-centric service is reflected in our market-based approach, where we leverage commission from lenders or charge fees when necessary. As an appointed representative of Sesame Ltd, authorised and regulated by the Financial Conduct Authority, we uphold rigorous standards of professionalism and trust.Our services extend to mortgage affordability assessments, protection planning, and family law financial advice, supported by a network of trusted external advisers. We pride ourselves on accessibility, offering meetings at our Amersham office or convenient local venues, while maintaining a focus on affordability and practical outcomes. Our qualifications, including CertPFS accreditation and specialist certifications in mortgage advice and protection, underscore our dedication to excellence. We operate with a clear purpose: to safeguard your financial future through informed, ethical, and personalised guidance.
Services
Financial Advice
Mortgage Calculations
Protection Planning
Family Law Advice
Court Reports
Details
- Year established: 2003
Highlights and features
- We offer 14+ years of specialist financial services experience
- Our FCA-regulated status ensures compliance with strict industry standards
- We provide impartial advice through a comprehensive analyze-plan-advise-protect process
- Our network includes trusted external advisers for holistic financial solutions
- We combine mortgage expertise with protection planning and family law support
Associations and certifications
- Financial Conduct Authority
- Sesame Ltd
Services
Financial Advice
We provide impartial financial advisory services covering investment strategies, tax-efficient planning, and wealth management. Our FCA-regulated advisers create tailored solutions for individuals and businesses. With access to the entire market, we ensure recommendations align with your long-term objectives while maintaining transparency about costs and risks.
Mortgage Calculations
Our mortgage affordability service evaluates your financial situation to determine realistic borrowing limits. We consider income, existing commitments, and lender criteria to provide accurate figures. This service helps clients understand their purchasing power while ensuring repayments remain manageable within their budgetary constraints.
Protection Planning
We offer comprehensive protection strategies including life insurance, critical illness cover, and income protection. Our assessments evaluate potential financial impacts of unforeseen events on families or businesses. We recommend tailored policies that provide security while considering both immediate needs and long-term sustainability.
Family Law Advice
Our specialist financial advice supports clients during divorce proceedings. We assess mortgage raising capacity, re-financing options, and asset division implications. We collaborate with legal professionals to produce court-admissible reports detailing financial positions, ensuring informed decision-making during settlements.
Court Reports
We prepare detailed mortgage capacity reports for family law cases. These documents outline borrowing limits, repayment terms, and affordability assessments for court submissions. Our reports include supporting letters for judges, with free re-drafting services to ensure accuracy and compliance with legal requirements.
People
Ben Wilkes
Certified Mortgage Adviser
Ben Wilkes, CertPFS, has 14+ years in financial services. Ranked among UK's top 250 advisers by Sesame Network, he specialises in mortgages and protection for individuals and businesses across Home Counties and London.
Questions
What financial services do you offer?
We provide mortgage advice, protection planning, family law financial support, and court reports. Our services include impartial investment advice and tax-efficient wealth management solutions.
Are your services regulated?
Yes, we operate as an appointed representative of Sesame Ltd, authorised and regulated by the Financial Conduct Authority for mortgage and protection advice.
How do you charge for advice?
We typically receive commission from lenders, but charge fees when necessary or requested. Court reports and specific legal documentation services have separate charges.
Do you offer mortgage affordability assessments?
Yes, our mortgage affordability service evaluates your financial situation to determine realistic borrowing limits while ensuring repayments remain manageable within your budget.
Can you assist with divorce-related financial matters?
We provide specialist financial advice for divorce cases, including mortgage capacity assessments, re-financing options, and court-admissible reports detailing financial positions.
Where are you based?
Our office is located in Penn Street, Amersham, Buckinghamshire. We serve clients across the Home Counties and London areas.
