- INVESTMENT MANAGEMENT
- SIPP & ISA
- MANAGED DIRECT
- AUTO ENROLMENT
Julian entered the financial sector in the 1990s and has experience across the industry. Prior to establishing Intelligent Money Julian was Investment Management Director at Willis Owen, where he generated and maintained a £1bn portfolio of client asset.
Julian has been quoted widely in the national press (Financial Times, Daily and Sunday Telegraph, Sunday Times, Mail on Sunday, Independent, Guardian and Observer), interviewed for various broadcast programmes (including BBC Moneybox, ITN News, Channel 4 and LBC) and is a regular investment commentator for the BBC.
He was also consulted in Parliament by the Treasury Select Committee, the Pension Minister and Shadow Pension Minister on the proposals for Automatic Enrolment.
Chris has over 30 years of all-encompassing experience in the financial industry.
After more than a decade working with Life Companies, Chris moved into asset management with Fidelity and then spent 11 years with JP Morgan, becoming Vice President, UK Sales. Having already established a shareholding, he moved to Intelligent Money in 2009 to run our UK sales and strategic relationships. Chris is also credited with developing our auto enrolment compliant group proposition.
As Managing Director – and the second largest managing shareholder – Chris brings unparalleled experience, expertise and insight to Intelligent Money and the advisory firms working with us.
Ian has over 20 years of financial services experience progressing from an adviser role through to senior management and business consultancy in both large corporates and SME businesses.
He is experienced in direct sales and marketing, banking and financial advisory environments and has been appointed to carry out project work for Morgan Stanley, Secure Trust and Pru Protect.
With nearly a decade of compliance experience Ian now has responsibility for Intelligent Money’s compliance and internal management processes.
Marcus joined Intelligent Money in 2006 with vast technical and systems experience as a senior SIPP portfolio manager running SIPP and SSAS books covering all HMRC asset classes.
He specialises in HMRC technical understanding and provides SIPP and Group SIPP product development for us and our partners. Prior to joining Intelligent Money Marcus ran the SIPP books of AWD Chase de Vere.
Marcus has full responsibility for all technical developments and works closely with Alex White (see below) on all technical integration and strategic issues. Marcus is also the joint-third largest managing shareholder of the company.
Jeff took over the running of Intelligent Money’s finance and banking in February 2008 after spending 30 years managing his own business interests in the UK, across Europe and globally.
He has many years of experience in business management and particularly the financial sector, primarily working in corporate recovery with the larger accountancy firms (including KPMG, Begbies Traynor and Kroll).
Jeff now oversees the financial aspects of all corporate activity and has full responsibility for financial modelling and reporting to the board and our shareholders.
Alan has nearly 40 years of experience in the financial sector across all disciplines and specialises in all aspects of regulatory and compliance matters.
Having originally been a compliance consultant to the firm, Alan joined Intelligent Money on a permanent basis in 2008 and was appointed Director at the beginning of 2009.
Over the last decade Alan has had full responsibility for all compliance and regulatory issues at back office and board levels. In 2017 Alan entered into retirement, but remains as an executive adviser to the company, working closely with Ian (see above) and advising the board on strategic expansion in context with FCA developments.
Tim runs the investment management and asset allocation models for Intelligent Money’s IM Optimum Portfolios and auto-enrolment compliant Default Portfolio on behalf of Quilter Cheviot, which he joined in 1999.
He has over 25 years of financial services experience having previously worked at Albert E Sharp and Henderson Crosthwaite.
Tim is a Chartered Fellow of The Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Laura has been working closely with Julian since 2011 and therefore has an intricate and in depth working knowledge of all aspects of Intelligent Money, including its whole product suite and ongoing business development plans.
Laura specialises in marketing, design, website development and online/physical updates of all our documentation.
She also works closely with the board of directors and our executive, management and business development teams to ensure we always meet the demanding requirements of our clients.
Paul has over 30 years of experience in the investment industry. Prior to joining Intelligent Money he spent 7 years working in sales and management for Aegon and has held similar roles at Save & Prosper, Prudential Holborn, NPI and Scottish Equitable.
He has accumulated vast experience in the corporate pensions market and his highly detailed technical knowledge has resulted in him delivering very large schemes and project managing large asset migration plans for advisers.
Paul brings his proven track record delivering proactive solutions for advisers to Intelligent Money as our Sales Director.
Adrian started his financial services career as a graduate trainee with Clerical Medical where he progressed through a series of roles including Sales Manager, Regional Manager, National Account Manager, Head of National Accounts and Business Development.
He was better known to many advisers as the face of NEST, where as Intermediary Relationship Manager he presented adviser web broadcasts and roadshows. After leaving NEST Adrian joined Capita Employee Benefits as Business Development Manager,advising on auto enrolment compliance with new and existing clients.
Adrian joined Intelligent Money in 2014 and works with advisers implementing auto enrolment solutions for their corporate clients.
Pav has over 20 years experience working in the investment management industry. He graduated in 1991 with a 2:1 in Economics and joined what is now Aviva, working in sales and distribution.
During the course of his career he has held Sales Director positions for a variety of asset managers including Morley, Jupiter, Morgan Stanley and BDO Stoy Hayward.
Pav has experience of delivering investment solutions across the UK market through financial advisers, global private banks, family offices and discretionary managers. He has an in depth knowledge and understanding of the UK intermediary market, specialising in investment solutions. Pav is also the joint-third largest shareholder of Intelligent Money.
Nik has over 20 years’ experience in financial services, progressing through the advisory role from entry level to senior management. He worked in the development of Britannia, John Charcol & Berry Birch and Noble before launching his own adviser practice.
Upon reaching 4,000 active clients Nik sold this business through his private equity backers. He subsequently took early retirement in Scotland, but missed the excitement of work and set up a consultancy providing business advice, support and mentorship to owner-managed and SME businesses across a range of sectors, with a focus on financial services.
Nik brings his knowledge and understanding of the challenges that come with building, maintaining and growing a successful and profitable advisory business to advisers using Intelligent Money.
Steve entered the software sector working for financial, payroll and accountancy providers in sales and business development. He has experience with some of the largest specialist software providers in the UK, dealing in both public and private sectors.
He went on to specialise in opening positions for US companies seeking to establish a strong presence in software provision for UK healthcare, pharmaceutical & financial markets.
Today Steve takes his years of specialist software sales, support and business development skills and transfers this to the financial marketplace, supporting advisers with Intelligent Money’s software driven investment management, SIPP and ISA solutions.
Alex graduated from Nottingham University with a first class (Hons) degree in Mathematics. He joined Intelligent Money immediately upon graduation after comprehensively winning our graduate trainee position. Within a year Alex was fast tracked into technical operations and within two years he was placed in a operations management role.
Today Alex is our Head Operations and is responsible for implementing technology driven operation solutions for Intelligent Money and its clients.
He works with internal and external coders and software developers to ensure our technology is fluid, functional and soundly integrated. Alex also advises the board on software strategy from an end user perspective.
Charles Joined Intelligent Money in May 2013. He is a highly experienced specialist in all aspects of coding, fully utilising PHP, CSS, MYSQL, HTML, Jquery, CentOS, XHTML, SQL. He also has a strong knowledge of UML modelling and CodeIgniter (MVC) frameworks.
Charles was awarded a postgraduate Masters in Science Degree (MSc) in Internet & Web Technologies from Keele University, holds the Higher National Diploma in Electrical & Electronic Engineering and is also a Cisco Certified Network Associate (CCNA).
Today, with over a decade of further hands on coding experience, Charles is Intelligent Money’s Head of Software Development and leads our team of internal and external software coders.
Hayley graduated from Sheffield Hallam University with a first class (Hons) degree in English. She joined Intelligent Money after securing our 2010/2011 graduate trainee position.
After her first year of intensive, hands on training Hayley developed a new framework to manage our new business and transfer-in procedures and was given the responsibility of building and running a dedicated team.
Today Hayley is our Head of Adviser Support with complete responsibility for ensuring Intelligent Money always provides the very best service and support for advisers. She also works closely with Ian (above) on compliance.
Charlotte graduated from Nottingham University with a 2:1 (Hons) degree in Ancient History and Archaeology. She started her career with Talbot & Muir and through hands on experience and professional development became a fully qualified SIPP Administrator.
She was offered a position at Intelligent Money in late 2012 and quickly rose to become a SIPP Manager. Further development, including achieving Certificates in Financial Services, Financial Administration, Investment Operations and Life & Pensions led to Charlotte becoming a senior SIPP manager and department leader.
Today Charlotte is Head of SIPP Management for Intelligent Money and is responsible for the running of her highly experienced team of SIPP Managers and Administrators.