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IM LIFESTYLE
New apartment

open architecture

SIPPS FOR PLATFORMS AND OTHER STANDARD ASSETS

Intelligent Money provides open-architecture SIPPs and Pension for Independent Financial Advisers

to use when holding assets on third party regulated investment platforms.

PRIVATE CLIENTS
Potter at Work

PORTFOLIOS

PROFESSIONAL INVESTMENT MANAGEMENT

P1 runs a range of portfolios for Intelligent Money which cover index trackers, direct equities and fully manage target dated solutions. Fully inclusive charges start from 0.57% a year up to 1% a year.

PARTNERSHIPS
White Threads

WHITE LABELLING

BRANDED WHITE LABELLED SIPPS

Intelligent Money works with many authorised and regulated consolidators, platforms, DFMs and financial advisers firms to provide fully online integrated white labelled SIPPs carrying your own brand.

IM LIFESTYLE
Work Table

WORKPLACE PENSIONS

QUALIFYING WORKPLACE PENSIONS SCHEMES

The Intelligent Money Qualifying Workplace Pension Scheme, now owned by Digtal Wealth Systems, provides access to our range of investment portfolios for Independent Financial Advisers and their clients.

© 2024 Quai Administration Ltd.

Quai Administration Services Limited is a company registered in England and Wales at 16 Tesla Court, Innovation Way, Peterborough PE2 6FL (Number: 7584959).  Intelligent Money is a trading style of Quai Investment Services Ltd. Quai Investment Services  Limited, a wholly owned subsidiary of Quai Administration Services Limited, is registered in England and Wales (Number: 9919243 ), and authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 922590). Intelligent Money Trustees Limited, a wholly owned subsidiary of Quai Administration Services Limited is registered in England and Wales  (Number: 09690188)

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