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 of nearly two decades from their previous roles at a national building society, where they earned accolades such as Employee of the Year and Most Trusted Adviser. We specialise in financial planning, pensions, investments, and Inheritance Tax advice, prioritising transparent, jargon-free communication tailored to individual client needs.Our client-centric approach has earned us a 96.3% recommendation rate, with 100% satisfaction in understanding client goals. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring adherence to the highest industry standards while maintaining independence from third-party product providers.
Services
Financial Planning
Pension Advice
Inheritance Tax Advice
Investment Management
Employee Benefits
Served areas
- Leicester, Derbyshire,
Details
- Year established: 2017
Highlights and features
- We provide fully independent financial advice with no third-party ties
- Our team holds combined industry experience of over 20 years
- 100% client satisfaction in understanding individual financial goals
- Transparent fee structure with no hidden charges
- Specialised expertise in pensions, investments, and Inheritance Tax planning
Associations and certifications
- Financial Conduct Authority
What people say
Reassuring service
Confidence for the future
Feel safe and secure
Very happy and secure
Confident and relaxed
Services
Financial Planning
Our financial planning service creates tailored strategies for long-term wealth management. We assess your current situation, future goals, and risk tolerance to develop comprehensive plans covering retirement, tax efficiency, and estate planning. Clients benefit from regular reviews to ensure their financial roadmap evolves with changing circumstances.
Pension Advice
We demystify pension options through clear, jargon-free guidance. Our specialists help maximise retirement savings while ensuring compliance with current regulations. Services include workplace pension reviews, self-invested personal pension (SIPP) advice, and retirement income strategies tailored to individual needs.
Inheritance Tax Advice
Our tax specialists develop strategies to preserve wealth for future generations. We assess current assets, family circumstances, and potential liabilities to implement legitimate tax mitigation techniques. This includes gifting strategies, trust structures, and business property relief opportunities within regulatory compliance.
Investment Management
We create diversified investment portfolios aligned with your risk profile and financial objectives. Our approach combines market analysis with personal circumstances to optimise returns while maintaining appropriate risk levels. Regular performance reviews ensure ongoing alignment with your investment goals.
Employee Benefits
We design comprehensive employee benefit packages to enhance staff retention and satisfaction. Services include pension scheme implementation, health insurance options, and share ownership plans tailored to business size and sector requirements while maintaining cost-effectiveness.
People
Richard Meats
Co-Founder
Co-founder with nearly two decades of financial services experience. Previously awarded 'Most Trusted Adviser' at a national building society. Specialises in retirement planning and tax-efficient wealth transfer strategies.
Bharat Chudasama
Co-Founder
Co-founder and former 'Employee of the Year' at a national building society. Focuses on investment management and workplace pension solutions. Brings technical expertise in complex financial product analysis.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, Inheritance Tax planning, and employee benefits packages tailored to individual client needs.
Are you regulated by any official body?
Yes, we operate under the Financial Conduct Authority's regulatory oversight as an appointed representative of Sense Network Ltd.
How do you charge for your services?
We provide transparent fee structures with no hidden charges. Specific costs depend on the complexity of your financial situation.
What areas do you cover?
We primarily serve clients across the Midlands region from our Leicester office.
How experienced is your team?
Our founders have nearly 20 years combined experience in financial services, including awards for advisory excellence.
Reviews (8)
Bhavik Patel
Feb 08, 2021
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I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
Finglesham
Apr 15, 2020
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I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide. Very well qualified in their profession.
London C.
Nov 07, 2019
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Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.
Kevin and Liz
We are delighted with how Richard has helped us and fostered our trust in him. We are completely confident that he understands us and our approach to risk and investments and will recommend him to others.
Liz & Jonathan
Bharat was fantastic: he not only explained the entire mortgage process clearly, thoroughly, and accurately - he also provided invaluable advice and assistance regarding other aspects of the process, such as arranging our life insurance cover, and discussing in depth not just our plans for the immediate future (the imminent house purchase) but also our intentions longer term, and how different approaches to savings and repayments might impact our ongoing lifestyle.
He provided continuing advice and support, despite a setback with the survey causing the process to take slightly longer than anticipated, and was extremely considerate in the swiftness of his communication. On a personal level, I found him to be both friendly and extremely professional, with a genuine empathy for the potential quagmire of confusion confronting first-time buyers. To conclude, I would highly recommend his services.
He provided continuing advice and support, despite a setback with the survey causing the process to take slightly longer than anticipated, and was extremely considerate in the swiftness of his communication. On a personal level, I found him to be both friendly and extremely professional, with a genuine empathy for the potential quagmire of confusion confronting first-time buyers. To conclude, I would highly recommend his services.
Sidney and Joy
Richard helped us with our retirement decisions and in particular helping me to understand the benefits available through my company pension scheme. His support with this made it an easy decision to continue and take advice regarding how to invest the money that I received as a lump sum. After an initial interview, Richard discussed the options we had and offered his solution in a way that complemented our thoughts.
That being said, he did challenge us during this process by picking up on my wife's reluctance regarding risk and spending time educating her in connection with this without disrespecting her views. Once we had agreed possible solutions, he organised a report and presented this in a way that was clear and jargon free. He gave us plenty of time to reflect on the advice and I was impressed at the time he spent checking my wife understood and was comfortable with his suggestions.
That being said, he did challenge us during this process by picking up on my wife's reluctance regarding risk and spending time educating her in connection with this without disrespecting her views. Once we had agreed possible solutions, he organised a report and presented this in a way that was clear and jargon free. He gave us plenty of time to reflect on the advice and I was impressed at the time he spent checking my wife understood and was comfortable with his suggestions.
Alison
I was looking for help with investments for long term financial security following a family bereavement. Bharat took his time to explore my particular financial situation, my goals and my baseline understanding of investing. He is always very patient when explaining financial concepts and his recommendations. He has adapted his advice to suit me as my situation has changed with time. He is approachable and friendly, and if I have any queries he always responds promptly.
I am happy with the recommendations and service. I now feel more confident about investing and about my future. My pensions have been made more streamlined, which will hopefully serve me better in retirement.
I am happy with the recommendations and service. I now feel more confident about investing and about my future. My pensions have been made more streamlined, which will hopefully serve me better in retirement.
Barry
I have come to rely on Bharat's good, sound advice when it comes to matters of finance, pensions and what is best for me. At the heart of this relationship is the trust I place in him and would recommend his services when it comes to doing the right thing for your own situation.