Natalia Lingiah
contact adviser

Intelligent Wealth Management Partnership Ltd

4.9 out of 5

(2)


  

Natalia's Average Client

Savings
£200-300k
Been a Client For
4 Years
Age
62
Showing > See all reviews

Client Reviews (11)

First Impressions (10)

Peer Endorsements (1)

  • Advice
    Service
    Value

    5.0

    We were previously advised by St James Place for a number of years and grew unhappy with their lack of service and high charges (often hidden). We were recommended Natalia by friends and she has been fantastic from day 1 - we're so pleased that we made the switch. The performance of our investments has improved significantly and so has the quality of our meetings and general peace of mind. She has taken a lot of time to understand our needs and circumstances and we feel a much stronger connection than we ever did previously. We really are so very happy with our decision to appoint Natalia and would recommend her without hesitation to any one looking for a financial advisor with high integrity and for someone who really cares about their client's financial well-being.

    What could your adviser do better?
    Really can't think of anything here - we are 100% satisfied!!

    Vic & Kim, Worcestershire

  • Advice
    Service
    Value

    5.0

    Natalia went out of her way to provide advice on all aspects of our finances. She explained the details of various products very patiently, thoroughly and clearly. We were very impressed with Natalia's knowledge and ability to recall the details of our investments and policies when in discussion with her. Natalia was very easy to talk to and after acting on her advice gave us peace of mind that our finances were in good order. We would have no hesitation in recommending her.

    Amanda, West Midlands

  • Advice
    Service
    Value

    5.0





    I first met Natalia just before reaching my retirement age. At once, I found her to be a very pleasant and approachable person. She is a good listener and took time to understand my life’s ambitions, not just my financial goals. After a thorough examination of my attitude to risk, which she explained in a very understandable manner, she formulated an investment plan for me to consider. At no time did I feel under any pressure to accept her recommendations. She is an extremely caring, professional person and I would recommend her to anyone without hesitation.

    Richard, Warwickshire

  • Advice
    Service
    Value

    5.0

    Absolutely first-class advice and service - appointing Natalia as our financial adviser has been one of the best decisions my wife and I have ever made! She spent a great deal of time to understand our situation and really listened to our needs.

    Craig, West Midlands

  • Advice
    Service
    Value

    5.0

    Every dealing we've had with Natasha has been with my best interests at heart.
    Amazingly informed, we we treated as our finances were her finances

    Jason, Worcestershire

  • Advice
    Service
    Value

    5.0

    I have received a competent and professional service in every respect.

    What could your adviser do better?
    I am completely satisfied with the service/advice I have received to date.

    Valerie, West Midlands

  • No scores provided
    I have been advised by Natalia for over 3 years now and would highly recommend her. She clearly looks to build relationships for the long term rather than just for short term quick wins. I have been very happy with the advice and products she has recommended to me over the years and have found her very knowledgeable.

    Jonathan, West Midlands

  • No scores provided
    Having located Natalia independently when looking for an IFA, I was very happy with the response and service Natalia provided after our initial meetings. Natalia continues to be my IFA due to her ongoing support, experience and service that she provides.

    Gary, West Midlands

  • Advice
    Service
    Value

    5.0

    After a bad experience with other advisers it was a great relief to now have an adviser that I felt I could trust.
    Natalia very quicjkly weighed up the position and suggested app0lying for conmpensation - something which I always felt was due but I didn't know how to go about applying for it. This is now in hand with ythe Financil Ombudsman looking into my case.
    Natalia wastes no time - very quickly assesses the position and sets in motion a plan of asction. I shall always be pleased to rely on her adevice. At 81 I need an assured income and to know my investments are in the best possible place
    I am very happy to vouch for Natalia

    margaret, West Midlands, Accounts Office Supervisor

  • Advice
    Service
    Value

    5.0

    Natalia is a very approachable, lovely person, easy to talk to and explains matters in clear, easy to understand terms. She is very efficient and very thorough and I would happily use her services again and recommend her to others. She sorted through a number of pension plans for me and ensured that an old, poorly performing occupational pension plan that was moved to a more profitable plan that was more suitable for my needs.

    KAREN, West Midlands, Executive Assistant

  • No scores provided
    I would definitely vouch for Natalia, I think she is very understanding and listens well. She also can relate to the problems women face when looking at their financial situation, she anticipates the questions and situations that you might ask about in regards to the future. She is also very thorough. A fresh look at your situation will always help, at least every few years and it was worth the money as it clarifies what you should or could do.

    Judith, Warks

  • First Impressions from VouchedFor users who contacted Natalia

  • Initial Rating


    friendly, professional and gave advice on how to investigate certain aspects prior to setting up an investment plan. we felt confident in her abilities and expertise in advising us. lovely, patient manner when explaining things.

    Rachael

      

  • Initial Rating


    Natalia is obviously very knowledgeable, and has a real enthusiasm for personal finance. She also has a very personal touch which reassures you that she has your best interests at heart.

    Gary

      

  • Initial Rating


    The focus was very much about stocks and shares - this is what most advisors do but- I was looking for much broader information thought the initial fee was too high compared with others.

    JOHN

    IFA Reply:

    Thank you for your feedback. I recall that we had an initial discussion on the phone for about 20 minutes, as you did not wish to meet in person for an hour at that stage. From the brief circumstances provided, I sought to address your main concern and discussed one potential solution and also provided a rough estimate of fees involved. I apologise if this created an impression of only discussing stocks and shares, however, with a full meeting we would have the time to explore a number of other options available. We provide holistic advice to all of our clients, which touches on all areas of someone's finances, goals and lifestyle, so given the opportunity of a meeting - a much broader discussion would have taken place. Other advisors may have had other ideas and/or looked at different investment amounts thus this might not be a like-for-like comparison on fees. We find that our fees are very competitive for the quality of the expertise and services that we provide, hence, the quality of reviews received to date. Having said this, we are constantly seeking to improve and your feedback will be considered for any future initial telephone consultations. With Thanks, Natalia

      

  • Initial Rating


    Natalie referred me to her colleague as she admitted my queries were not her speciality. Saved much time wasting which I appreciated Thank you

    Anne-marie

      

  • Initial Rating


    Natalia was knowledgeable, straightforward and committed to finding the best solution for my particular financial circumstances. At no time did I feel that she was putting her interests, or those of her firm, ahead of mine.

    Nick

      

  • Initial Rating


    Natalia showed a good understanding of the field and spoke in terms I could understand. My grasp of financial matters is not great and Natalia was patient and professional.

    Andrew

      

  • Initial Rating


    Very personable, very responsive to our wishes, very clear.

    Alexander

      

  • Initial Rating


    Kirit

      

  • Initial Rating


    From my first meeting with Natalia I was really impressed with her professional yet friendly manner. She has a great understanding of the market and was very good at explaining all my different options in a way that I could understand. I really feel I can trust her to Manage my fiances.

    kathryn

      

  • Initial Rating


    Charming and knowledgeable spent around two hours at my home despite this technically being just a one hour initial chat - no time pressure was applied and I was left with a much clearer view of my position / options

    PAUL

      
  • Peer Endorsements for Natalia
  • Gareth Cope

    Gareth endorsed Natalia for General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement

    In over 15 years of working in financial services, Natalia is the only adviser who I would trust with my own finances. Her attention to detail is unsurpassed and clients looking for a financial adviser, will find her not only to offer exceptional service and advice, but will have this explained to them in clear and understandable terms and will be dealing with someone who has a great personality.
      
  • Natalia's Clients

    Savings Average = £200-300k

    £20-50k
    £100-200k
    £200-300k
    £1m-2m
  • Clients' Financial Expertise

    Very High
    High
    Average
    Low
  • Age

    Average = 62

    40-50
    50-60
    60-70
    70+
  • Occupation

    Professional
    Business Owner
    Retired
  • Time as a Client (Yrs)

    Average = 4 Yrs

    2-3
    3-5
    5-10


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