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PRIVATE CLIENTS
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 clear, simple, yet exceptional

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 and all inclusive 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 Intelligent Money Private Clients does.

When you access Intelligent Money's fully managed IM Lifestyle or DIY Self Select services for your pension, ISA or general investments you become an Intelligent Money Private Client and we will provide all your servicing and support requirements, together with unlimited financial and tax planning assistance so that, in most cases, you simply do not need to pay separately for financial advice.

Welcome to Intelligent Money Private Clients.

IM LIFESTYLE
Art Gallery

IM LIFESTYLE

the art of investing

LEAVE THE DECISIONS TO US

IM Lifestyle automatically ensures you always remain best positioned to meet your aims and objectives without having to monitor and adjust your holdings - as we do this for you.

 

It is a constantly evolving portfolio of index trackers and individual shares chat changes to fit with your time to invest and end requirement for your money - income, capital lump sum, or both.

This means you can get on with your life and not have to worry about your pension, ISA and general investments being in the right place and the right time.
 

PRIVATE CLIENTS
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SELF SELECT

off the shelf

CREATE YOUR OWN PORTFOLIO

Intelligent Money provides a wide range of investments from index trackers to portfolios of well researched individual shares covering different sectors, from global large caps to technology and special opportunities.

 

You can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and approach as you see fit.

PRIVATE CLIENTS
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STRONG SUPPORT

putting you first

WE ARE HERE TO SUPPORT YOU

Whether you choose to have us run your investments run for you with IM Lifestyle, or to Self Select your own choices from Intelligent Money's range of index trackers and hand built individual share portfolios, as a Private Client you will always receive the same full support from us for all general queries, technical information and financial and tax guidance to help for your financial planning.

 

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.

THE BASICS
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INVESTMENTS

A range of fully managed investment portfolios do all the work for you, whatever your requirements

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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

RACING

INTELLIGENT MONEY

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