top of page
Logo Gold-Black.jpg

PRIVATECLIENTS

Reception

CLEAR, SIMPLE,
YET EXCEPTIONAL

COMMON SENSE

AND IT NOT BEING SO COMMON

There have always been two main options when it comes to investing - you either pay a financial adviser to pick your investments, or you do it yourself without any planning support.

What seems to be overlooked is that most people simply want is qualified guidance, information and support, together with financial and tax planning planning assistance, without paying financial adviser fees.

 

We find this obvious and so this is exactly what IM Private Clients does.

PRIVATE CLIENTS
Modern Ballet Dancers

STRONG SUPPORT

putting you first

WE ARE HERE TO SUPPORT YOU

We provide direct (non-advised) clients of Intelligent Money with servicing, support, information and guidance to assist in your financial and tax planning. Our team is always at hand to answer your questions and talk though the options for achieving your goals in the most tax efficient way.

 

In addition we provide independent research and analysis to the IM and PH Portfolios, where we sit on the investment committee consulting on the underlying stock selection and asset weightings.

IM LIFESTYLE
Art Gallery

IM LIFESTYLE

the art of investing

FULLY MANAGED TARGET DATE INVESTING

IM LifeStyle is a target dated investment strategy that  is designed to automatically ensure your money always remains best positioned to meet your aims and objectives without you having to monitor and adjust the holdings yourself.

 

It is a constantly evolving portfolio that changes to fit with your time to invest and end requirement for your money - income, capital lump sum, or both - allowing you to get on with your life without worrying about your pension, ISA and general investments being in the right place at the right time.


 

PRIVATE CLIENTS
Residential Bookcase

SELF SELECT

off the shelf

READY MADE INVESTMENT PORTFOLIOS

Intelligent Money provides a wide range of off the shelf investment portfolios, including index trackers and direct share holdings, covering household name global large caps and technology stocks.

 

These portfolios are designed for people who want to mix and match to create their own ideal investment strategy, changing and amending their holdings and investment approach as they see fit.

THE BASICS
Busy Street

INVESTMENTS

Find out more about the different investment styles of index trackers, stock selection and managed target dating

White Abstract

PENSIONS, SIPPS & ISAS

Reclaim tax on your earnings and save income, capital gains and inheritance tax on your investments

Big City

GUIDANCE

 Intelligent Money Private Clients provides financial and tax guidance to assist you in your planning

RACING
bottom of page