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PRIVATE CLIENTS

Intelligent Money Private Clients is a highly personalised service for high net worth individuals which provides a full range of investment portfolios from which to select, driven by individual financial and tax guidance, centered around your relationship with your Private Client Manager.

Private Clients is available to individuals, business owners, professionals, companies & charities and also has a specialist sports professionals team.

PLANNING AHEAD

Financial planning is a vital cornerstone in achieving your goals, aims and independence.

Intelligent Money offers a financial guidance service to support this, at no additional charge.

 

Unlike financial advice, financial guidance does not involve 'recommending' a product or fund, it instead aims to enable you to take control and make your own decisions with knowledge, confidence and support.

TAXING TIMES

Tax is a hurdle we all face on our earnings, purchases, savings and investments, but there are many ways we can reduce our tax bills.

Intelligent Money offers not only the usual tax 'wrappers', such as ISAs and Pensions, but also a bespoke tax guidance service available at no additional charge to all of our Private Clients.

OUR PORTFOLIOS

IM LIFESTYLE

PH PORTFOLIOS

IM OPTIMUM

IM INDEX