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About Us

Intelligent Money constantly evolves to offer the highest value at the best price. Read more about us below.

2002


Julian Penniston-Hill establishes Intelligent Money as CEO and sole financier during the sale of £1bn investment broker Willis Owen.


2004


Pavan Varma, then Sales Director at Jupiter Asset Management, acquires a shareholding prior to joining full time as Sales Director.


2005


Chris Sutton, then Vice President at JP Morgan acquires a shareholding prior to joining full time as Managing Director and becoming the second largest shareholder.


2006


Marcus Waldram, then at AWD Chase de Vere, joins the board after Intelligent Money purchases its first SIPP business and goes on to acquire a shareholding.


2012


Intelligent Money hits £1bn of client asset.


2012


French banking giant BNP Paribas exits UK SIPP market and selects Intelligent Money to take over the running of this business.


2015


Ian Stewart joins the board and becomes a shareholder as part of the takeover deal of the private equity partners in his advisory firms.


2016


Intelligent Money hits £1.5bn of client asset.


2017


Intelligent Money starts development of a new ‘offshore’ Private Client service in response to international demand.


2018


Intelligent Money moves towards £2bn of client asset.