About Intelligent Money

Established in 2002, we continue to set the
benchmark in developing the UK’s highest
quality, best value, investment solutions

About Us

Intelligent Money is an FCA Authorised and Regulated Investment Management Firm, ISA Plan Manager and the UK’s largest intermediary-only SIPP provider. We do not accept clients directly, only through professional intermediaries.

We respect the value of advice and the adviser/client relationship and have been entrusted with £2.5bn of asset from advisers on behalf of nearly 25,000 clients, ranging from the very wealthy to those just starting out investing.

We operate on 3 basic principles; We do what we say we will do, we do it correctly and we do it on time. We believe this is why we have become the UK’s largest intermediary only SIPP and investment provider without once advertising.

When it comes to financial strength you have the reassurance of knowing Intelligent Money has never accepted non-standard SIPP assets, meets (and exceeds) all of its FCA Capital Requirements from its Tier 1 capital strength alone (i.e. does not rely – as other providers do – on any Tier 2 capital) and is 100% owned by its directors and key people. It also has no debt/loans and makes a profit each year from simply providing advisers with high quality/high value investment solutions for their clients.

We furthermore believe in using technology to keep things simple at all times. To this extent we employ our own team of in-house software programmers and coders – as well as subscribing to external industry standards, such as Origo Options.

You can find out more about us by looking through our website. Alternatively, just pick up the phone.