A PALETTE OF CHOICE
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.
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.
Financial planning is a vital cornerstone in achieving your goals, aims and independence.
Intelligent Money offers a financial guidance service to support this, 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.
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 offers not only the usual tax 'wrappers', such as ISAs and Pensions, but also a bespoke tax guidance service available at no additional charge to all of our Private Clients.