wall_street_chair-old_saddle_black_brush

Private Clients

Our Private Client service offers fully managed Pensions & ISAs for an all inclusive fee of 0.87% a year.

Private Clients

We offer fully managed pensions (with SIPP commercial property functionality) and ISAs, together with full support, information and guidance from your own Private Client Manager.

 

A summary of our Private Client service

  • Intelligent Money is a well established (2002) financially secure (running c.£2bn of asset) FCA Authorised and Regulated investment management company
  • We are always here to provide our Private Clients with in-depth information, guidance and support, without you having to pay the costs involved with financial advice
  • Our portfolios have consistently out-performed their benchmarks through active asset allocation​
  • We offer 5 fully managed portfolios with fixed risk/reward levels
  • We also offer 2 fully managed portfolios with adjusted risk/reward levels that are automatically managed down over time to match your end requirements (future income or future withdrawal)​​
  • You can switch between portfolios at any time at no charge
  • Our total annual cost is just 0.87% a year (with a a one off 1.5% initial transaction fee to process contributions). There are no other fees whatsoever.
  • The minimum investment criteria is £100,000 (subject to certain exceptions – please call us)

 

So we are very different from other investment managers. We don’t insist you take responsibility for selecting your asset allocation and investment funds, together with all ongoing monitoring and readjustment in line with market conditions. We do all of this for you, with the added benefit of full support, information and guidance from your own dedicated Private Client Manager.

Our low fees can be less than half the cost of a managed portfolio from other direct offer providers. This could save you up to £56,247 in fees on a £100,000 investment over 20 years and up to £526,470 in fees on a £1m investment over the same period (assuming a 7% average annual return on both investments) and considerably more when compared to the cost of financial advice.

Equally, whilst we believe strongly in the value of financial advice, our Private Clients are typically people who require high quality investment management coupled with financial information, guidance and support, not product specific recommendations.

If this resonates with you then find out more about becoming an Intelligent Money Private Client by calling us on 0115 94 84 200 or clicking the links above and below. We welcome new clients and are always open to fit within your current circumstances when it comes to our minimum requirement.