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THE BASICS

View over the roofs of Graz,  Austria

PLANNING & TAX

YOUR WANT LOTS OF ONE AND LITTLE OF THE OTHER

The financial sector is broadly split into two camps, providers and advisers. As you may naturally suspect, the providers supply the actual products and the advisers advise you on which products you should use.

Intelligent Money is a provider, we make and manage pensions and ISAs in which you can invest for your future. We are not advisers and we do not give financial advice.

What we do provide, however, is financial and tax guidance from qualified, experienced and knowledgeable professionals. Guidance is different from advice in that it is the provision of information and structure that enable you to confidently make your own choices with your financial planning.

Financial advice is when a person or firm makes a recommendation that you buy a particular product or take a particular course of action. There is obviously an additional cost for this - and a great many people now question whether the benefits outweigh this cost.

We have found that with guidance and support most people are able to take control of their plans and now understand what is happening with their money. On top of this, whilst their invetments remain fully managed, the removal of advice fees means their money is now working harder for them.

 

This is why Intelligent Money provides our Private Clients with full information and guidance when required, with no requirement for a financial adviser and at no additional charge.

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