About Us

Our Approach

At Intuitive FS, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations, and our experienced team always looks to provide an honest, trustworthy and approachable service.

We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.

Our 6 Step Process

1. Initial meeting and review

Identifying your needs and objectives

2. Getting to know you

Gathering relevant information

3. Analysis

An evaluation of your particular financial situation

4. Recommendation

Developing a strategic plan

5. Implementation

Reaching an agreement on how and when the plan will be implemented

6. Ongoing service and relationship

Regularly monitoring your progress

I have had the service of an IFA for more than 30 years. The advice given has enabled me to maintain my lifestyle during my retirement. Following his own retirement, my IFA’s business was taken over by Intuitive.

I am delighted with the same personal and helpful advice as I have grown to expect. It pleases me that I am listened to and treated as an individual. Options to meet my parameters are fully and clearly explained and I know that my chosen option will be in my own best interests.

My confidence in Intuitive is such that I have recommended them to family and friends.

Jim. Bedford

I have been using Intuitive FS for several years now and appreciate the friendly, personal service they provide to me. Their initial assessment of my financial position and how to maximise my goals was a detailed informal discussion which I found relaxing and very reassuring. Our annual reviews ensure I am updated on my financial goals and any beneficial changes to my investments. I recently sought advice regarding my state pension and received advice within 2 days.

I would happily recommend Intuitive to anyone.

Andy H.

The Intuitive team are, to a person, communicative, practical and thorough. They provide me with all options to suit my needs, and are flexible to any changes of needs, income and proactive. I'd recommend them to others, and indeed, have done so.

Andrew Sutton Coldfield

Louise is an outstanding advisor—highly professional, personable, and always approachable. Her one-to-one annual reviews are thorough and give me full confidence that every aspect of my pension is being carefully managed. I know I can reach out to her anytime and always receive a prompt, helpful response. In the ever-changing landscape of financial regulations, Louise is a shining beacon, providing clarity, expertise, and genuine care.

Kevin. Rugby

Intuitive FS are my professional support for my financial affairs.

Louise has looked after me since my husband passed away, managing my personal finances in a friendly, patient, knowledgeable way. Louise is always on hand to talk me through my ideas, she listens and works with me offering balanced financial advice.

I feel secure and in control with Intuitive FS.

Louise is the difference between a “good “ advisor and a great one.

Alison. Bolton

We’ve been clients of Richard’s for over 20 years, and throughout that time he has consistently provided clear, honest, and thoughtful advice. He’s always approachable, takes the time to explain things in a way we understand, and genuinely has our best interests at heart. We wouldn’t hesitate to recommend him to anyone looking for a trusted advisor.

Jason. Coseley