Business Details
9 Years
experience
Independent Financial Advisers in Leicester
Tudor Franklin was founded in 2017 by Richard Meats and Bharat Chudasama, who bring nearly 20 years of combined experience in financial services. Our firm prioritises transparency, client-centricity, and continuous professional development, ensuring clients receive unrestricted, jargon-free advice tailored to their unique circumstances. We specialise in financial planning, pensions, investments, and Inheritance Tax strategies, serving clients across the Midlands.Our values of trustworthiness and openness underpin every decision, supported by our regulatory authorisation from the Financial Conduct Authority. With a 96.3% client recommendation rate, we focus on delivering long-term solutions that align with individual goals, whether for retirees, high earners, or business owners.
Services
Financial Planning
Pension Advice
Inheritance Tax Planning
Investment Management
Business Financial Advice
Details
- Year established: 2017
Highlights and features
- We offer fully independent financial advice with no third-party ties
- Our team includes former national building society specialists with industry awards
- We provide transparent, jargon-free guidance tailored to individual circumstances
- Specialists in pensions, investments, and Inheritance Tax planning
- 96.3% client recommendation rate based on verified client feedback
Associations and certifications
- Financial Conduct Authority
What people say
Confidence for the future
Feel safe and secure
Confidence and relaxed
Happy and secure
Reassurance about money
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual life goals. We assess your current financial position, future aspirations, and risk tolerance to develop actionable plans. Clients benefit from ongoing support and adjustments as circumstances evolve, ensuring long-term financial security through transparent, jargon-free guidance.
Pension Advice
Specialist pension advice helps clients maximise retirement savings and navigate complex pension options. We provide clear guidance on contribution strategies, tax efficiency, and retirement income planning. Our independent status ensures recommendations focus solely on client needs rather than product provider incentives or commissions.
Inheritance Tax Planning
Our Inheritance Tax specialists develop strategies to preserve wealth for future generations. Services include assessing current tax liabilities, implementing legal tax-efficient structures, and advising on gifting strategies. We ensure compliance with HMRC regulations while maintaining flexibility for changing personal circumstances.
Investment Management
Tailored investment solutions match individual risk profiles and financial objectives. We offer ongoing portfolio monitoring, performance reviews, and rebalancing services. Our approach combines market analysis with personal circumstances to optimise returns while maintaining appropriate risk levels aligned with client goals.
Business Financial Advice
Comprehensive financial solutions for business owners covering succession planning, tax efficiency, and wealth protection. We help entrepreneurs maximise business value while ensuring personal financial security. Services include corporate pension schemes, tax planning, and strategic wealth management aligned with business objectives.
People
Richard Meats
Co-Founder
With extensive experience from a national building society background, Richard brings expertise in financial planning and client relationship management. His approach focuses on understanding client needs to deliver practical, long-term solutions.
Bharat Chudasama
Co-Founder
Former Employee of the Year at a national building society, Bharat specialises in investment strategies and tax-efficient financial solutions. He combines technical expertise with a client-centred approach to achieve measurable financial outcomes.
Questions
What areas do you cover?
We primarily serve clients across the Midlands region from our Leicester base, offering both in-person and remote advisory services.
Are you regulated by the FCA?
Yes, we are an appointed representative of Sense Network Ltd, authorised and regulated by the Financial Conduct Authority (reference number 788066).
What financial planning process do you use?
Our three-step process includes understanding your current situation, creating a tailored financial plan, and implementing solutions with ongoing support and adjustments.
How are your fees structured?
We provide transparent fee structures during initial consultations, with no hidden charges. Fees reflect the complexity and scope of the financial planning services required.
Do you offer free initial consultations?
Yes, we provide a complimentary initial meeting to understand your financial needs and determine how we can help achieve your goals.
What specialisms do you have?
We specialise in pensions, investments, Inheritance Tax planning, and business financial advice, with particular expertise in helping high earners and business owners.
