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be intelligent
with your money

COMMON SENSE

AND IT NOT BEING SO COMMON

There are two main options when it comes to investing for your future. You either pay a financial adviser, or you do it yourself without any guidance, planning or support.

What seems to be overlooked is that most people simply want a low cost and all inclusive solution where their money is managed for them by professionals, with qualified experts always at hand to assist whenever required.

 

We find this obvious, and so it is exactly what Intelligent Money Private Clients does.

You can choose our fully managed IM Lifestyle option that automatically ensures you always remain best positioned to meet your aims and objectives.

Alternatively, we provide a wide selection of investment options - from index trackers to portfolios of well researched individual shares - that you can Self Select from to create your own ideal investment strategy.

IM LIFESTYLE
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IM LIFESTYLE

the art of investing

LEAVE THE DECISIONS TO US

IM Lifestyle automatically ensures you always remain best positioned to meet your aims and objectives without having to monitor and adjust your holdings - as we do this for you.

 

It is a constantly evolving portfolio of index trackers and individual shares chat changes to fit with your time to invest and end requirement for your money - income, capital lump sum, or both.

This means you can get on with your life and not have to worry about your pension, ISA and general investments being in the right place and the right time.
 

PRIVATE CLIENTS
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SELF SELECT

FROM OUR PALETTE

CREATE YOUR OWN PORTFOLIO

We provide a wide selection of investment options from index trackers to portfolios of well researched individual shares covering different sectors, from global large caps to technology and special opportunities.

 

You can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and approach as you see fit.

PRIVATE CLIENTS
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STRONG SUPPORT

FOR YOUR JOURNEY

WE ARE HERE TO MAKE YOUR PASSAGE SMOOTHER

Whether you chose to have us run your investments for you with IM Lifestyle, or to Self Select your own choices from our range of hand built index trackers and individual share portfolios, you will always receive the same full support from us for all general queries, technical information and financial and tax guidance to help for your financial planning.

 

We remain on hand to ensure your needs and requirements are met, without you having to pay a financial adviser, even if this is just to simply run your thoughts past a qualified and experienced expert.

THE BASICS
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INVESTMENTS

Our range of fully managed investment portfolios do all the work for you, whatever your requirements

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PENSIONS, SIPPS & ISAS

We can reclaim tax on your earnings and save you income, capital gains and inheritience tax on your investments

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GUIDANCE

We provide financial and tax guidance from your named account manager to assist you in your financial planning

RACING
PARTNERSHIPS
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OTHER SERVICES

Intelligent Money provides a range of investment products for Independent Financial Advisers and their clients. together with white labelled SIPPs for platforms.

 

Please click below if you are a platform, adviser or client of an adviser.

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