Business Details
9 Years
experience
Trusted Financial Advisers in Leicester | Tudor Franklin
Since 2017, Tudor Franklin has provided independent financial advice to clients across the Midlands. Founded by Richard Meats and Bharat Chudasama, our team combines over 20 years of industry experience with a client-centric approach. We specialise in financial planning, pensions, investments, and Inheritance Tax advice, prioritising transparency and long-term relationships. Recognised for our expertise, we hold authorisation from the Financial Conduct Authority and maintain a 96.3% client recommendation rate. Our values of trustworthiness, continuous professional development, and customer focus underpin every service we deliver. Services
Financial Planning
Pension Advice
Inheritance Tax
High Earner Services
Employee Benefits
Details
- Year established: 2017
Highlights and features
- We offer fully independent financial advice with no third-party ties
- Our team holds 20+ years of combined experience in financial planning
- We guarantee transparent fee structures and jargon-free communication
- We specialise in complex areas like Inheritance Tax and pension planning
- We maintain a 96.3% client recommendation rate from satisfied customers
Associations and certifications
- Financial Conduct Authority
What people say
Reassurance that money is being looked after
Confidence for the future
Confident and relaxed
Very happy and secure
Safe and secure
Services
Financial Planning
Our financial planning service creates tailored strategies for long-term wealth management. We assess your current financial position, future goals, and risk tolerance to develop comprehensive plans covering investments, pensions, and tax efficiency. Clients benefit from ongoing support and regular reviews to ensure their financial strategy evolves with their changing needs.
Pension Advice
We specialise in helping clients maximise their retirement savings through expert pension advice. Our service covers workplace pensions, personal pensions, and complex cases involving multiple pension pots. We provide clear guidance on contribution strategies, tax relief, and retirement income options to ensure clients achieve their desired post-retirement lifestyle.
Inheritance Tax
Our Inheritance Tax specialists help clients preserve wealth for future generations. We offer strategic advice on tax-efficient gifting, trust structures, and asset reorganisation. The service includes comprehensive reviews of existing estate plans and recommendations to legally minimise tax liabilities while maintaining financial security for the client.
High Earner Services
Tailored financial solutions for high-income individuals seeking to optimise their wealth. We address complex needs including tax-efficient investments, share option schemes, and succession planning. Our approach focuses on creating diversified portfolios and implementing strategies to protect and grow substantial assets while maintaining compliance with regulatory requirements.
Employee Benefits
We design comprehensive employee benefits packages including workplace pension schemes. Our service helps businesses attract and retain talent through competitive benefits while ensuring compliance with auto-enrolment regulations. We provide ongoing support for scheme management, employee education, and cost-effective implementation of pension and benefit options.
People
Richard Meats
Co-Founder
With over 20 years in financial services, Richard brings extensive experience from his time at a national building society. He specialises in creating tailored financial solutions and holds the 'Most Trusted Adviser' award for his client-focused approach.
Bharat Chudasama
Co-Founder
Bharat has over two decades of financial planning expertise, previously achieving 'Employee of the Year' recognition. He focuses on investment strategies and tax-efficient wealth management, combining technical knowledge with a commitment to client education.
Questions
What financial services do you specialise in?
We specialise in financial planning, pensions, investments, Inheritance Tax advice, and employee benefits packages tailored to individual and business needs.
How does your financial planning process work?
Our three-step process begins with understanding your current situation, followed by creating a tailored financial plan, then implementing and regularly reviewing your strategy to ensure it remains aligned with your goals.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) and appear on their register under reference number 788066.
What areas do you serve?
While based in Leicester, we serve clients across the Midlands region, providing both in-person and remote financial advisory services.
How are your fees structured?
We provide transparent fee structures tailored to each service. Our charges reflect the complexity of your financial needs and are fully explained before any work begins.
Reviews (4)
R. A.
Oct 13, 2020
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I contacted Tudor Franklin for pension advice following an unbiased.co.uk search. Bharat responded the same day to my enquiry and following an initial conversation, I made an appointment for a pension review. Bharat took the time to understand my situation and explained things very clearly. He put me at ease and it was very easy to speak with him. From working through all the information together, he was able to reassure me and suggested additional things I may wish to think about. I would highly recommend Bharat and will not hesitate to contact him again.
Bhavik Patel
May 26, 2020
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Positive:Professionalism
I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
London C.
Nov 07, 2019
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Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.
Finglesham
Oct 05, 2019
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I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide.Very well qualified in their profession.
