Tel: 0345 250 7499 Email:

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.

This is the six-step process we follow:

  • Initial meeting and review – identifying your needs and objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation
  • Recommendation – developing a strategic plan
  • Implementation – reaching an agreement on how and when the plan will be implemented
  • Ongoing service and relationship – regularly monitoring your progress

Why use Intuitive FS?

  • Easy to understand
    We will listen to your requirements, use our experience to find you the best solutions and shelter you from the gobbledegook.
  • Simple and straightforward process
    We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.
  • Honest and trustworthy service
    You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.
Contact Us

Intuitive FS
1A Belwell Lane,
Mere Green,
Sutton Coldfield,
West Midlands
B74 4AA

Tel: 0345 250 7499

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