PRIVATECLIENTS
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 select and advise on your investments, or you do it yourself.
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What seems to be overlooked many people want their investments to be professionally managed whilst still having access to information, guidance and support for their financial and tax planning planning, yet without paying financial adviser fees.
We find this obvious and so this is exactly what IM Private Clients does on behalf of Intelligent Money's direct, non-advised and orphaned clients.
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STRONG SUPPORT
putting you first
WE ARE HERE TO SUPPORT YOU
Intelligent Money Private Clients provides direct (non-advised) clients of Intelligent Money with servicing, support, information and guidance to assist in their 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
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.
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.
