STRONG SUPPORT

PRIVATECLIENTS

PUTTING YOU FIRST

WE ARE HERE TO SUPPORT YOU

All direct, non-advised and orphaned clients of Intelligent Money automatically become Intelligent Money Private Clients and have access to our general and technical servicing and support.

We also remain on hand to provide information and guidance to assist you in your financial and tax planning - or just to run your thoughts past a qualified and experienced expert - without financial adviser fees.

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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 provides 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,

CHARGES

The services of Intelligent Money Private Clients are paid for from the Intelligent Money portfolio charges and do not represent an additional cost to you.

If you are an 'orphaned' client of Intelligent Money (that is to say you were once advised but no longer are) but are not invested in these portfolios then our services are paid for from your SIPP/Pension fee.