Chervin Dell
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- Intelligent House - 9 Midland Court, Lutterworth, Leicestershire, LE17 4PN
Chervin Dell of Intelligent Financial Advisory is based in Lutterworth.
Criteria
- ✔ Min Pension Fund Level: £50,000
- ✔ Min Wealth Fund Level: £50,000
Education / A summary of my qualifications to date:
I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry.
Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation.
I pride myself in giving a 5* level of service with a friendly/efficient touch.
- ✔Level 4 Qualification:
- Yes
Fees
There are no charges for any intital meetings
Social Media
Chervin has experience in a role requiring FCA regulated permissions.
Previous Employment:
- St. James's Place Wealth Management Plc
- 05/09/2022 to 25/10/2022
- Chervin Dell
- 05/09/2022 to 25/10/2022
- HSBC UK Bank Plc
- 01/07/2018 to 19/07/2022
- Lloyds Bank PLC
- 10/01/2007 to 08/12/2019
- HSBC Bank Plc
- 11/02/2015 to 06/03/2016
- THE BOBBY DHANJAL PRACTICE LIMITED
- 18/04/2013 to 31/01/2014
Intelligent Financial Advisory
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- Intelligent House - 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN
Number of Employees
- ✔No. of Financial Advisers: 16
- ✔No. of Mortgage Brokers: 2
Intelligent Financial Advisory is based in Lutterworth, has 16 financial advisers and 2 mortgage brokers in Financial Services. Intelligent Financial Advisory is registered with the FCA (registration number: 669729). You can check the firm registration with the FCA here.
Intelligent Financial Advisory are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
- ✔ Debt
Directions to Intelligent Financial Advisory from the Motorway
- From the M1:
- At junction 20, please take the A4303 exit leading to Lutterworth/Rugby/A426.
- Upon reaching Misterton Interchange, take the third exit onto Lutterworth Road, also known as A4303.
- When you arrive at Sir Frank Whittle Roundabout, please take the third exit onto Rugby Road, or A426, and continue along this route.
- Make a right turn onto Central Park.
- Proceed to make a left turn. Your destination will be located on your right.
List of advisers under Intelligent Financial Advisory:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.