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PRIVATE CLIENTS

THE BASICS

View over the roofs of Graz,  Austria

PLANNING & TAX

YOUR WANT LOTS OF ONE AND LITTLE OF THE OTHER

The financial sector is broadly split into two camps, providers and advisers. As you may naturally suspect, the providers supply the actual products and the advisers advise you on which products you should use.

Intelligent Money is a provider, we make and manage pensions and ISAs in which you can invest for your future. We are not advisers and we do not give financial advice.

Intelligent Money Private Clients is the direct to public support division for Intelligent Money, We provide general servicing and support, together with financial and tax guidance. Guidance is different from advice;

Financial advice is generally when a person or firm makes a personal recommendation that you buy a particular product or take a particular course of action. There is obviously an additional cost for this - and a great many people now question whether the benefits outweigh this cost.

Guidance is the provision of of information and structure, within the context of the matter at hand. This enables you to confidently make your own choices and decisions from an informed perspective.

We have found that with guidance and support most people are able to take control of their finances and gain great understanding as to what is happening with their money. On top of this, the removal of advice fees means their money is now working harder for them.

 

This is why Intelligent Money Private Clients provides full information and guidance to direct clients, saving the need to pay additionally for financial advice in most circumstances.

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