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Intelligent Wealth Management Partnership Ltd
West Midlands

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Overall

Advice

Service

Value

From 9 reviews
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    Service
    Value





    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

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    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

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    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

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    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

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    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

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    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

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    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

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    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

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    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



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