under one roof
ABOUT INTELLIGENT MONEY PRIVATE CLIENTS
Knowing you have access to expert information and guidance to help you plan and remain on track, whilst maximising tax savings, is vital in order to secure your future goals and dreams.. IM Private Clients provides all of this under one roof.
We are financial and tax planners, providing you with general and technical information, guidance and support to help ensure you are best informed to meet your aims and objectives.,without you paying financial adviser fees or having to go direct on your own.
In describing what we do it is important to also highlight what we are not; regulated financial advisers. We do not offer any intermediation services, which is to say that we do not arrange or bring about any investment transactions on your behalf (this is always entirely your decision), and we do not provide any investment recommendations or other regulated activities or advice.
As an existing IM Private Client you will already be familiar with our services and enjoy the fact we do not push or sell any products or funds..
If, however, you are new to us you can check out what we do on our sponsored PistonHeads finance forums (https://www.pistonheads.com/gassing/forum.asp?h=0&f=206), but in a nutshell we provide qualified and experienced knowledge to assist you in your own decision making.
We do not suggest where you invest your money to achieve these results, though we are able to provide detailed information - and answer in depth questions - on the IM Private Client Portfolios, which are provided and managed by P1 Investments with IM Private Clients acting as consultant advisers to the portfolio investment committee..
All direct (non-advised) clients of Intelligent Money automatically become clients of IM Private Clients at no additional cost (or fees are covered though a joint venture with Intelligent Money).
There is, however, no requirement whatsoever to invest with Intelligent Money in order to use our services, which can be accessed separately for a fee of just £1 a day (£365 a year).
You can find out more about us and our service on this website.