PRIVATECLIENTS
STRONG SUPPORT
PUTTING YOU FIRST
WE ARE HERE TO SUPPORT YOU
Whether you hold a Private Client Pension, ISA or GIA, are a non-advised client of Intelligent Money, or hold your investments elsewhere and retain us for our financial and tax planning services on a stand alone basis, we remain on hand to provide information, guidance, technical and general support - or just to run your thoughts past a qualified and experienced expert - without you having to pay a financial adviser,
bespoke service
At the heart of our Private Client service is your Private Client Manager. Their role is to take you seamlessly through the financial maze.
​
In doing this they will educate and enlighten you, giving you a strong understanding of your finances, whilst guiding you in your decision making.
Think of us as the hand on your rudder, whilst you choose the pace and destination.
planning ahead
Financial planning is a vital cornerstone in achieving your goals, aims and independence.
Intelligent Money Private Clients have full access to this support at no additional charge.
Unlike financial advice, 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.
​
The main ways to reduce our tax liability is through tax 'wrappers' (Pensions, SIPPs and ISA, for example), personal tax allowances (Income, interest, dividend and capital gains allowances) and through gifts and trusts,