Please read this important information regarding Intelligent Money in response to COVID-19

IM_Bespoke_SIPP_Final

A truly bespoke SIPP

Full open architecture available with no
fees whatsoever- including initial, annual,
drawdown, property and time charges

The IM Bespoke SIPP

Intelligent Money has nearly a decade of in-house SIPP experience and a dedicated team skilled in bespoke SIPP management and the running of commercial property portfolios.

Our IM Bespoke SIPP is designed specifically to meet the requirements of your most important high net worth clients. Each SIPP is assigned an individual private client account manager who will liaise with specialists in our New Business, SIPP Management and Transactions teams to ensure the very highest level of service available.

It has a minimum requirement of £200,000 to be held in our IM Optimum portfolios and there are no SIPP charges whatsoever.

This means that all aspects of each client’s SIPP, including any commercial property and third party investments, are managed free of all SIPP charges and fees, including time charging. Our IM Bespoke SIPP is the only SIPP in the market offering these facilities.

For further information about the IM Bespoke SIPP please contact us and we will arrange for your regional sales director to get in touch with you.


COVID-19 UPDATE

Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.

We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.

Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).

Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.

We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: