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Most people strongly benefit from financial and tax planning. The problem in the UK is that this is the preserve of financial advisers who can often charge high initial and ongoing fees linked to the value of your investments.. We offer a flat, or no, fee alternative.

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

Intelligent Money Private Clients provides just this.


Unlike financial advice, which typically involves 'recommending' a product or fund, guidance helps enable you to take control and make your own decisions with knowledge, confidence and support.


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 Private Clients provides a personal tax guidance service, coving the use of personal income, dividend, interest and capital gains allowances, pension and ISA tax 'wrappers' and other devices such as gifts and trusts.

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