Business Details
9 Years
experience
Trusted Financial Advisers in Leicester
Established in 2017, Tudor Franklin provides independent financial advice to clients across the Midlands. Founded by Richard Meats and Bharat Chudasama, our team combines decades of experience from leading financial institutions with a commitment to transparent, client-focused service. We specialise in financial planning, pensions, investments, and Inheritance Tax advice, prioritising long-term relationships built on trust and understanding. Our values of openness, continuous professional development, and customer-centricity guide every interaction.Recognised by 100% of clients for helping achieve financial goals, we operate under the regulatory oversight of the Financial Conduct Authority. With a 96.3% client recommendation rate, our approach focuses on demystifying finance through jargon-free communication and tailored strategies. We serve diverse clients from retirees to high earners, ensuring clarity and confidence in every financial decision.
Services
Financial planning
Pension advice
Investment management
Inheritance Tax planning
Employee benefits
Details
- Year established: 2017
Highlights and features
- We provide fully independent financial advice with no third-party ties
- Our advisors have 20 years combined experience in financial services
- Specialise in pensions, investments and Inheritance Tax planning
- Regulated by the Financial Conduct Authority for professional standards
- 96.3% client recommendation rate based on verified client feedback
Associations and certifications
- Financial Conduct Authority
What people say
Reassuring service
Confidence for future
Professional expertise
Jargon-free advice
Personalised approach
Services
Financial planning
Our financial planning service creates tailored strategies for long-term security. We assess your complete financial picture to develop actionable plans that address retirement goals, tax efficiency, and wealth preservation. With regular reviews and adjustments, we ensure your financial strategy evolves alongside your changing circumstances and market conditions.
Pension advice
We help clients maximise their retirement savings through comprehensive pension reviews and strategy development. Our specialists explain complex pension options in simple terms, optimise contribution strategies, and ensure your retirement plans align with your overall financial objectives while maintaining regulatory compliance.
Inheritance Tax planning
Our tax specialists develop strategic approaches to preserve family wealth across generations. We identify legitimate tax reduction opportunities, structure asset transfers effectively, and implement solutions that balance inheritance goals with current financial needs while maintaining full legal compliance.
Investment management
We create diversified investment portfolios aligned with individual risk profiles and financial goals. Our approach combines market analysis with personal circumstances to optimise returns while managing risk, with ongoing monitoring and adjustments to respond to changing market conditions and client needs.
Employee benefits
We design comprehensive employee benefit packages that enhance staff retention while providing tax advantages. Our solutions include group pension schemes, share ownership plans, and tailored benefits packages that align with business objectives and employee needs.
People
Richard Meats
Financial Planner
With extensive experience from a national building society background, Richard specialises in creating tailored financial solutions. He focuses on helping clients achieve long-term security through clear, jargon-free advice and strategic planning.
Bharat Chudasama
Financial Planner
Former Employee of the Year at a major financial institution, Bharat brings deep expertise in investment strategies and tax planning. He works closely with clients to develop practical solutions that align with their personal and financial aspirations.
Questions
What areas do you cover?
We primarily serve clients across the Midlands region from our Leicester office.
Are you regulated by the FCA?
Yes, we operate as an appointed representative of Sense Network Ltd, authorised and regulated by the Financial Conduct Authority.
How are your fees structured?
We provide transparent fee structures during initial consultations, with no hidden charges for our financial planning services.
What specialisms do you have?
We specialise in financial planning, pensions, investment management, and Inheritance Tax planning for individuals and businesses.
How often do you review plans?
We recommend annual reviews but provide ongoing support to adjust financial plans as circumstances change.
Can I get a free initial consultation?
Yes, we offer a completely free initial meeting to understand your financial situation and goals.
