private clients
Intelligent Money Private Clients is a personalised service for high net worth individuals which provides a full range of investment portfolios with individual financial and tax guidance, all centered around your relationship with your Private Client Manager.
bespoke service
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 are 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.
planning ahead
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.
taxing times
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.