be intelligent with your money
under one roof
LOW COST, FULLY FLEXIBLE, COMPLETELY ONLINE
Knowing you are well invested and have access to expert information and guidance to help you plan, remain on track and maximise tax savings, is vital in order to secure your future goals and dreams.
Intelligent Money Private Clients gives access to all of this under one roof, without the need for separate product providers and financial advisers.
We provide a wide selection of investment options from index trackers to portfolios of well researched individual shares and you can mix and match between these to create your own ideal investment strategy.
Alternatively, you can select our fully managed IM Lifestyle option that automatically ensures you always remain best positioned to meet your aims and objectives.
Whichever investment route you decided to take you will receive the same high level of support from us, be that for general queries, technical information, financial guidance, tax planning, or simply to run your thoughts past a qualified and experienced sounding board.
Find out more about becoming an Intelligent Money PrIvate Client.
ISN'T IT OBVIOUS?
COMMON SENSE
AND IT NOT BEING SO COMMON
There are two main options when it comes to investing for your future. You either pay a proportion of your pension/ISAs/etc to a financial adviser or you pay providers directly for the privilage of picking and monitoring shares and funds yourself - without any guidance or planning support.
What seems to be overlooked by the financial industry is that what most people want is access to qualified, experienced and knowledable experts - who can provide information and guidance for financial and tax planning at every stage without paying financial adviser charges - whilst at the same time having their money managed for them by professionals with a proven track record of outperformance, and all at a low cost.
We find this obvious, and so it is exactly what Intelligent Money Private Clients does.
IM LIFESTYLE
the art of investing
LEAVE THE DECISIONS TO US
IM Lifestyle automatically ensures you always remain best positioned to meet your aims and objectives without you having to monitor and adjust your holdings - as we do this for you.
It is a constantly evolving portfolio of index trackers and individual shares where the weightings constantly evolve to fit with your time to invest and end requirement for your money - income, capital lump sum, or a mixture of the two.
SELF SELECT
FROM OUR PALETTE
CREATE YOUR OWN PORTFOLIO
We provide a wide selection of investment options from index trackers to portfolios of well researched individual shares covering different sectors, from global large caps to technology and special opportunities.
You can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and approach as you see fit.
STRONG SUPPORT
FOR YOUR JOURNEY
WE ARE HERE TO MAKE YOUR PASSAGE SMOOTHER
Whether you chose to have us run your investments for you with IM Lifestyle, or to mix and match your own choices from our range of hand built market index trackers and/or individual share portfolios, you will always receive the same full support from us for all general queries, technical information, financial and tax guidance for you financial planning.
We remain on hand to ensure your needs and requirements are met without you having to pay a financial adviser, even if this is just to simply run your thoughts past a qualified and experienced expert.
