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ABOUT US

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ABOUT INTELLIGENT MONEY

Intelligent Money was established over 20 years ago, is directly authorised and regulated by the Financial Conduct Authority (FCA) and provides a range of open-architecture SIPPS for whole of market investing, which are only available through regulated financial advisers.

Intelligent Money also works with P1 Investment to provide a wide range of investment portfolios from index trackers to portfolios of well researched individual shares, including the fully managed IM LifeStyle option, which is designed to automatically ensure the investments remain on track with market conditions, the time available to invest and the end requirement of the investor (income or withdrawal).

These portfolios are available to  direct consumers through the Private Client pension, ISA and GIA accounts, as well as through financial advisers,

 
View this site to find out more about Intelligent Money's products and services.

 

 

ABOUT INTELLIGENT MONEY ADVISER SUPPORT

 

Intelligent Money Adviser Support (IMAS) is a dedicated servicing and support company for financial advisers using Intelligent Money products.

 

It provides servicing and support  for general queries and technical information. All advised clients automatically become a client of IMAS, giving advisers access to our services when they hold any Intelligent Money product.

Over recent years Intelligent Money became increasingly unable to meet adviser demand for servicing and support standards and IMAS was established in late 2023 to address this issue and provide the financial advisers of Intelligent Money's advised clients with the level of service and support they deserve and expect.

ABOUT INTELLIGENT MONEY PRIVATE CLIENTS

 

Intelligent Money Private Clients (IMPC) is a dedicated servicing and support company for Intelligent Money's direct (non-advised and orphaned) clients using Intelligent Money products.

 

It provides all servicing and support, general and technical information and information and guidane to assist in financial and tax planning. All non-advised clients automatically become a client of IMPC.

IMPC  also provides research and analysis to the IM and PH Portfolios, run by P1 Investment Management., sitting on the investment committee and advising on asset allocation mandates and stock selection.

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