Julian Penniston-Hill establishes Intelligent Money as CEO and sole financier during the sale of £1bn investment broker Willis Owen.
Pavan Varma, then Sales Director at Jupiter Asset Management, acquires a shareholding prior to joining full time as Sales Director
Chris Sutton, then Vice President at JP Morgan acquires a shareholding prior to joining full time and becoming Chairrman and second largest shareholder.
Marcus Waldram, then at AWD Chase de Vere, joins the board after Intelligent Money purchases its first SIPP business and goes on to become a shareholder.
Intelligent Money hits £1bn of client asset.
French banking giant BNP Paribas exits UK SIPP market and selects Intelligent Money to take over the running of this business.
Ian Stewart joins the board and becomes a shareholder as part of the takeover deal of the private equity partners in his advisory firms.
Intelligent Money hits £1.5bn of client asset.
Formerly joint business partner with Ian (above) Nik came out of early retirement after the takeover of their advisory firms to head up Private Clients
Intelligent Money starts development of a new ‘offshore’ Private Client service in response to international demand
Intelligent Money moves towards £2bn of client asset.
Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.
We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.
Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).
Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.
We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: