Business Details
9 Years
experience
Trusted Financial Advisers in Leicester
Established in 2017, Tudor Franklin provides independent financial advice to clients across the Midlands. Our founders, Richard Meats and Bharat Chudasama, bring combined expertise spanning two decades, having previously held senior roles at a national building society. We specialise in creating tailored financial strategies for individuals and businesses, focusing on pensions, investments, and inheritance tax planning.Our approach prioritises transparency, with all advice delivered in plain English by certified professionals. As an appointed representative of Sense Network Ltd, we maintain strict regulatory compliance while offering unrestricted access to the full market. Our commitment to ongoing professional development ensures clients receive up-to-date solutions aligned with evolving financial landscapes.
Services
Financial Planning
Pension Advice
Investment Management
Inheritance Tax Planning
Employee Benefits
Details
- Year established: 2017
Highlights and features
- We have over 20 years of combined experience in financial services
- Our advice is completely independent with no third-party ties
- 100% of clients report achieving or progressing towards financial goals
- We provide jargon-free advice tailored to individual circumstances
- Founders include award-winning former financial institution professionals
Associations and certifications
- Financial Conduct Authority
What people say
Confidence for the future
Reassuring service
Safe and secure
Happy and secure
Confidence and relaxed
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals. We assess your current position, aspirations, and risk profile to develop actionable plans. Clients benefit from ongoing support and adjustments as life circumstances evolve.
Pension Advice
We demystify pension options and optimize retirement savings strategies. Our experts help clients understand their pension pots, consolidation options, and tax-efficient withdrawal methods. The service includes regular reviews to ensure continued alignment with changing regulations.
Investment Management
Our investment management service focuses on building diversified portfolios aligned with risk tolerance and financial objectives. We provide ongoing monitoring and rebalancing while maintaining transparent fee structures and clear performance reporting.
Inheritance Tax Planning
This service identifies tax-efficient strategies to preserve wealth for future generations. We help clients utilise available allowances, establish trusts, and implement gifting strategies while maintaining financial security during their lifetime.
Employee Benefits
We design comprehensive employee benefit packages including pension schemes and tax-advantaged benefits. Our solutions help businesses attract talent while ensuring compliance with regulatory requirements and offering value for both employers and employees.
People
Richard Meats
Co-Founder
With over 20 years in financial services, Richard specialises in complex financial planning. He previously worked at a national building society, earning recognition as 'Most Trusted Adviser'. His expertise focuses on retirement planning and tax-efficient wealth transfer strategies.
Bharat Chudasama
Co-Founder
Bharat brings extensive experience in investment management and pension consolidation. As former 'Employee of the Year' at a major financial institution, he specialises in creating tailored investment portfolios and helping clients achieve long-term financial security through strategic planning.
Questions
What financial services do you specialise in?
We specialise in financial planning, pension advice, investment management, inheritance tax planning, and employee benefits packages tailored to individual and business needs.
How does your financial planning process work?
Our three-step process begins with understanding your current situation, followed by creating a tailored financial plan, and finally implementing solutions with ongoing reviews to ensure continued alignment with your goals.
Are you regulated by any official body?
Yes, we operate as an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority (reference number 788066).
Do you offer a free initial consultation?
Yes, we provide a completely free initial meeting to understand your financial situation and discuss your goals without any obligation.
How do you charge for your services?
Our fees are transparent and discussed upfront. They vary depending on the complexity of your situation and the services required, with options for both one-time and ongoing advisory arrangements.
What areas do you cover?
While based in Leicester, we serve clients across the Midlands region, providing both in-person and virtual consultations to accommodate different needs.
