Mihir has worked in financial services for 35 years, having started with Barclays Bank as a Securities Assistant in London. He performed a variety of roles in retail and international banking before joining the Bank’s wealth management team as a Financial Adviser in 1999. There he gained his regulatory qualifications before making the transition to Alliance & Leicester/Santander, then Nationwide Building Society as a Financial Planning Manager. He then became an Independent Financial Adviser with an IFA practice in Leicester. In 2015, the opportunity was taken to start Intelligent Financial Advisory Ltd with his colleagues. He is delighted that, with the help and teamwork of his colleagues, the business has flourished and is attracting high calibre advisers and a dedicated support team to provide an excellent financial service its growing number of clients.
Mihir provides holistic financial advice to individuals and businesses, including an Inheritance Tax and Estate Planning service. He is an Affiliate member of STEP (Society of Trust and Estate Practitioners).
In his spare time, Mihir is involved in charity fund raising and awareness for CCUK (Crohn’s and Colitis UK). He enjoys spending time with his family, travelling, sports, reading and gardening.
Sukhpal left university with a degree in Business and Law. He gained his financial services experience at RBS Group in 2005, where he worked for 7 years. He qualified as a Mortgage Adviser and within the next year had qualified as a Financial Adviser. He provided advice to individuals, private clients and businesses. Whilst at RBS Group he also worked within Wealth Management at Coutts. Prior to setting up Intelligent Financial Advisory, Sukhpal worked as a Financial Planning Manager for Nationwide.
The driving force behind becoming an Independent Financial Adviser was the desire to provide his clients with a truly holistic advice process enabling them to have access to the best and most suitable products throughout the whole of the market. This led to the idea of starting a financial advisory company, which is built on trust and offers truly independent advice. Sukhpal approached his colleagues and together they started Intelligent Financial Advisory Ltd in 2015. He is delighted that, with the help and teamwork of his colleagues, the business has flourished and is attracting high calibre advisers and a dedicated support team to provide an excellent financial service to its growing number of clients.
When Sukhpal is not working, he enjoys spending time with his family, playing and watching sport, travelling and gardening. He is currently studying towards becoming a Chartered Financial Planner. Sukhpal has recently become a Trustee for Rugby Gurdwara and enjoys helping the local community.
Ramsy left university and graduated with a degree in Mathematics and Computing in 2001 and started his working life as an IT Trainer for a bespoke software company. After a few years, he reassessed his career prospects and went to work for Alliance and Leicester, starting off as a cashier. Within 18 months, Ramsy had progressed to Savings Adviser, then Protection Adviser and finally a Financial Adviser. In 2009 he moved to Halifax and continued his role as a Financial Adviser. In 2012, Ramsy left the banking industry and went to work for a local Financial Advisory firm. Whilst working there, he studied for further advanced financial industry qualifications and attained the title of “Pension Transfer Specialist” and “Chartered Financial Planner” which is classified as the ‘gold standard’ of financial advice. In 2015, the opportunity was taken to start Intelligent Financial Advisory Ltd with his colleagues. He is delighted that, with the help and teamwork of his colleagues, the business has flourished and is attracting high calibre advisers and a dedicated support team to provide an excellent financial service its growing number of clients.
In his spare time, Ramsy likes to exercise and go to the gym when possible. He enjoys watching most sports and spending time with family and friends. As his children get older, he is looking forward to being able to travel with them more.
Sonni has over 20 years’ experience working within the financial planning sector. Prior to this he was a sales engineer for Edmundson Electrical. In 1997 Sonni qualified as a Financial Adviser and for 15 years was a Financial Planner for Nationwide Building Society. Whilst there, he worked with clients to both preserve and grow their wealth.
Sonni then chose to join Intelligent Financial Advisory Ltd with his colleagues, as their values are directly aligned to his own, which is placing the client at the heart of all decision making. He believes very strongly about building long term and lasting relationships with his clients and the foundation to this is built on trust and doing what is right for them every time.
In partnership with IFA, Sonni can continue to help his clients by understanding their individual needs and provide them with the most suitable advice based on an unrestricted and independent advice model.
Outside of work, Sonni enjoys spending time with his wife Tania and daughters, Seetal and Carina. He also enjoys socialising with their friends, going to the theatre, eating out and travelling.
Call us for a friendly chat on 0116 4260100 or email: info@i-fa.org.uk
