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PRIVATECLIENTS

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BE INTELLIGENT WITH YOUR MONEY

COMMON SENSE

AND IT NOT BEING SO COMMON

There have always been two main options when it comes to investing - you either pay a financial adviser, or you do it yourself without any professional guidance, planning or support.

What seems to be overlooked is that most people simply want a low cost solution where their money is managed for them by professionals, yet full and impartial support always at hand.

 

We find this obvious, and so it is exactly what IM Private Clients does.

When you access Intelligent Money directly (without a financial adviser) you automatically become a client of IM Private Clients and we provide you with unlimited financial and tax planning assistance so that, in most cases, you simply do not need to pay separately for financial advice.

Our services are also available to any investor, wherever their funds are invested, who seeks impartial information, guidance and support for their financial and tax planning without paying financial advice fees..

What IM Private Clients does not offer is any regulated services, such as intermediation. This is to say that we do not provide (or charge for) financial advice, sell any products or make any recommendations.

 

Your investment choices are always your own, regardless of where you choose to invest.

Welcome to IM Private Clients.

PRIVATE CLIENTS
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STRONG SUPPORT

putting you first

WE ARE HERE TO SUPPORT YOU

Wherever you choose to hold your investment, as an IM Private Clients you will receive the same high level of support for your financial and tax planning, together with general and technical information and guidance..

 

We remain on hand to ensure your needs and requirements are met, without you having to pay a financial adviser, even if this is just to simply run your thoughts past a qualified and experienced expert.

If you are a direct client of Intelligent Money you will automatically become an IM Private Client. If you hold your investments elsewhere then you can still join us and benefit from our impartial services.

IM LIFESTYLE
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IM LIFESTYLE

the art of investing

LEAVE THE DECISIONS TO PROFESSIONALS

IM LifeStyle is a target dated investment strategy that is managed by P1 Investments with IM Private Clients acting as consultant advisers to the investment committee,

 

It is designed exclusively for IM Private Clients to automatically ensure your money always remains best positioned to meet your aims and objectives without you having to monitor and adjust your holdings yourself .

It is a constantly evolving portfolio of index trackers and individual shares that changes to fit with your time to invest and end requirement for your money - income, capital lump sum, or both - which allow you to get on with your life without worrying about your pension, ISA and general investments being in the right place at the right time.

IM LifeStyle is available on the IM Private Clients Platform from Intelligent Money.
 

PRIVATE CLIENTS
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SELF SELECT

off the shelf

READY MADE INVESTMENT PORTFOLIOS

P1 Investment Management provide a wide range of investments used by IM Private Clients. These include index trackers and portfolios of individual shares covering different sectors, from global large caps to technology and special opportunities.

 

They are not available from P1 directly, but can be accessed though Intelligent Money, where you can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and investment approach as you see fit.

PRIVATE CLIENTS
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WHOLE MARKET

SHOP AROUND

USE ANY PLATFORM OR PROVIDER OF YOUR CHOICE

IM Private Clients is available to you wherever you chose to hold your investments. You can access our financial and tax planning services services, information, guidance, technical and general support, wherever your money is invested, without having to pay for financial advice.

 

We can act as a fixed price alternative for clients who would otherwise pay a percentage of their assets each year to financial advisers, or as a support resource for those who use execution-only investment platforms.

THE BASICS
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INVESTMENTS

Find out more about the different investment styles of index trackers, stock selection and managed target dating

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PENSIONS, SIPPS & ISAS

Reclaim tax on your earnings and save income, capital gains and inheritance tax on your investments

Big City

GUIDANCE

 Intelligent Money Private Clients provides financial and tax guidance to assist you in your planning

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