Business Details
9 Years
experience
Trusted Financial Advisers in Leicester
Established in 2017, Tudor Franklin provides independent financial advice rooted in over two decades of combined experience from our founders, Richard Meats and Bharat Chudasama. Our approach prioritises client needs through transparent, jargon-free guidance in pensions, investments, and Inheritance Tax planning. We serve individuals and businesses across the Midlands, delivering tailored solutions that align with personal and professional goals. Our commitment to continuous professional development ensures clients benefit from up-to-date expertise. Recognised for our client-centric ethos, we focus on building long-term relationships grounded in trust and accountability. With a track record of 100% client satisfaction in understanding needs, we combine technical proficiency with a personal touch to help clients achieve financial confidence. Our independence allows unrestricted advice, free from third-party influence, ensuring recommendations reflect only the client's best interests.
Services
Pension Advice
Inheritance Tax Planning
Investment Management
Business Financial Planning
Employee Benefits
Served areas
- Anstey, Leicester, Rutland, Nottinghamshire, Derbyshie
Details
- Year established: 2017
Highlights and features
- We provide fully independent financial advice with no third-party ties
- 100% of clients confirm we understand their financial needs and goals
- Founders bring combined 20+ years' experience from leading financial institutions
- We offer transparent, jargon-free advice tailored to individual circumstances
- Our client satisfaction rate exceeds industry benchmarks at 96.3% recommendation rate
Associations and certifications
- Financial Conduct Authority
What people say
Confidence for the future
Feel confident and relaxed
Happy and secure
Safe and secure
Reassurance about money
Services
Pension Advice
Our pension specialists provide comprehensive guidance to maximise retirement savings. We assess current provisions, identify gaps, and create tailored strategies to ensure financial security in later life. Clients benefit from clear explanations of options and ongoing support through pension consolidation, drawdown arrangements, and tax-efficient withdrawals.
Inheritance Tax Planning
We develop strategic approaches to preserve wealth for future generations. Our specialists analyse estate composition, implement tax-efficient structures, and utilise available exemptions. Services include lifetime gifting strategies, trust arrangements, and business property relief planning to minimise inheritance tax liabilities while maintaining financial flexibility.
Investment Management
Our investment solutions focus on capital growth and income generation aligned with risk tolerance. We construct diversified portfolios using appropriate assets, regularly review performance, and adjust strategies to meet evolving objectives. Clients receive transparent reporting and market insights to make informed decisions about their financial future.
Business Financial Planning
We help business owners optimise financial strategies through succession planning, profit extraction methods, and risk management. Services include exit strategy development, corporate pension arrangements, and tax-efficient remuneration structures. Our approach ensures business owners maximise value while securing personal financial objectives.
Employee Benefits
Our workplace solutions enhance employee retention through competitive benefits packages. We design group pension schemes, salary sacrifice arrangements, and tax-advantaged benefits. Businesses receive support with compliance requirements while employees benefit from improved financial wellbeing and retirement preparation.
People
Richard Meats
Co-Founder
With over 20 years' experience in financial services, Richard specialises in retirement planning and tax-efficient investments. His client-focused approach combines technical expertise with clear communication to deliver practical financial solutions tailored to individual circumstances.
Bharat Chudasama
Co-Founder
Bharat brings extensive corporate finance expertise to Tudor Franklin, focusing on business succession planning and wealth preservation strategies. His background includes senior advisory roles at national financial institutions, where he developed innovative solutions for high-net-worth clients.
Questions
What financial services do you specialise in?
We focus on pensions, investments, and Inheritance Tax planning, providing comprehensive advice to individuals and businesses across the Midlands region.
How are your financial planning services different?
Our independent status allows unrestricted advice tailored to client needs, without third-party product promotions or institutional constraints.
What does the financial planning process involve?
Our three-step process includes needs assessment, strategy development, and implementation support, with ongoing reviews to adapt to changing circumstances.
How are your advisory fees structured?
We provide transparent fee arrangements during initial consultations, with costs reflecting the complexity and scope of required financial planning services.
What qualifications do your advisers hold?
Our team maintains relevant industry certifications and continuous professional development to ensure up-to-date expertise in financial regulations and planning strategies.
Can you help with business financial planning?
Yes, we provide tailored solutions for business owners including succession planning, profit extraction strategies, and employee benefits packages.
Reviews (7)
Bhavik Patel
Aug 25, 2020
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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.
Lynn
Feb 18, 2020
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After I retired from work I had a small pot of money I wanted to invest. Bharat assessed my post-retirement needs based on a careful evaluation of my assets, income, outgoings and lifestyle and advised me to set up a portfolio bond to help reduce future inheritance tax payments. He has a very clear and articulate way of explaining financial matters that I appreciated and I agreed to go ahead with this investment. Bharat currently provides me with ongoing oversight of both this bond and my other investments. His insight and unstinting and courteous professional services are greatly appreciated.
Ian & Kathleen
Feb 07, 2018
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We had a number of meetings over a couple of months during which Bharat thoroughly investigated our finances and our aims and plans and assessed our attitude to risk. We had, as a basic, aim to minimise IHT so that our children would not have a huge tax bill to pay on our demise. We were surprised at how in depth this review was and no detail escaped his attention over a period of months. Finally he recommended a Discretionary Gift Trust in favour of our children, and this was drawn up and invested. Obviously the earlier you start one the better! We consider that his approach has always been absolutely straight, with no pressure whatsover at any stage.
Kevin and Liz
Feb 07, 2018
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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.
Steve and Anthea
Feb 07, 2018
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We needed advice as we had been left a substantial amount of money from my late mother's will. We were a little nervous but Richard put our minds at ease really quickly as it was clear that he was genuinely interested in us and our views rather than blinding us with science. He explained all about different risks and different investments on a level that made sense to us. We feel he is very honest and professional and he exceeded our expectations.
Sidney and Joy
Feb 07, 2018
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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.
Scott and Alison
Feb 07, 2018
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I don't feel that Richard could have added more value, he has been open and forthright at all stages, happy to answer our questions and explain in detail what can be an extremely complex subject.