About Provident Solutions - click here for more details

Provident Solutions are Independent Financial Advisers directly regulated by the Financial Services Authority and have over 18 years experience in financial services, providing expertise across an integrated range of financial services. As Independent Financial Advisers (IFAs) we are the only type of financial advisers who are able to select from all of the products available in the marketplace - making sure you get the right product for your individual needs.

Paul Smith our Managing Director holds the following qualifications in addition to the full Financial Planning Certificate:

• AFPC - Advanced Financial Planning Certificate (CII)
• CeMAP - Certificate in Mortgage Advice and Practice (IFS)
• CF7 - Certificate in Lifetime Mortgage Activities (CII)
• CF9 - Pensions Simplification (CII)
• G10 - Taxation and Trusts (CII)
• G20 - Personal Investment Planning (CII)
• SV1 - Saving & Investment (CII)
• Dip PFS - Personal Finance Society Diploma (PFS)

We are a regional IFA serving the whole of Leicestershire and are based in Great Glen, Leicester. We take great pride in the quality of our customer service and our advisers provide a comprehensive and holistic approach to financial planning. We offer our clients a detailed 18 page financial report, covering all areas such as; Retirement Planning, Investments, Protection, Mortgages, Savings, Tax Mitigation and Inheritance Tax Planning. Alternatively we can just concentrate on a single area of financial planning (such as Investments, Inheritance Tax Planning or your Mortgage requirements) if this is your preference.

As well as receiving advice on their immediate requirements, our clients, (both corporate and private) receive ongoing advice and information, keeping them updated with changes in the financial market place as well as related legislation & taxation changes.

Our clients come from many different walks of life, many of our clients seek our advice as the result of a referral from an existing client or from one of the professional firms, (accountants and solicitors) who also utilise our services. We offer you the choice of working on either a commission or fee basis and our first meeting is always free of charge.

When we recommend any financial products we always first take into account the benefits provided including; performance, charges, flexibility, service and financial strength of the company we recommend, to ensure you are given the most ‘suitable advice'. This means that we first gain a full understanding of your circumstances and requirements before helping to choose any financial products (we will record your information so you can double-check that we really have understood your needs). In addition, when recommending a product we provide you with a written ‘reasons why’ we think that it is right for you. This ensures that you are fully informed before committing yourself to any financial decision.

We offer a friendly and professional advisory service and our clients are always happy to recommend our services and this can be seen by viewing the testimonials page of our site by clicking on the link at bottom of the page. Please do contact us on 0116 2592371 to discuss any financial matters or to arrange an initial meeting.