Please read this important information regarding Intelligent Money in response to COVID-19

our-investment-approach

PH Equity

A “buy and hold” portfolio of very high performing defensive stocks, personally selected by our CEO

PH Portfolios

PH PORTFOLIOS

PH Equity and PH Recovery are two fully managed portfolios than focus on stock selection (rather the the general markets) and are led by the decisions made by our CEO, Julian Penniston-Hill and Citywire award winning fund manager, Will Dickson.

Each have a fully inclusive annual management charge of 0.67%, reducing to 0.62% on assets over £500,000 and 0.57% on assets over £1m.

They have completely opposite objectives. PH Equity is a long term buy and hold investment in incredibally strong companies, whilst PH Recovery invests in smaller (but still very large companies) that have been hard hit by CV19 alone, and are therefore available at a very large discount.


COVID-19 UPDATE

Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.

We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.

Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).

Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.

We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: