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ADVISER SUPPORT
PRIVATE CLIENTS
Meeting

DEDICATED SERVICING & SUPPORT

All financial adviser servicing at Intelligent Money is now provided by Intelligent Money Adviser Support, where a dedicated team will deal with all of your general and technical client queries..

 

IM LIFESTYLE
New apartment

open architecture

SIPPS FOR PLATFORMS AND OTHER STANDARD ASSETS

Intelligent Money provides open-architecture SIPPs and Pension for Independent Financial Advisers

to use when holding assets on third party regulated investment platforms.

PRIVATE CLIENTS
Potter at Work

PORTFOLIOS

PROFESSIONAL INVESTMENT MANAGEMENT

P1 runs a range of portfolios  for Intelligent Money which cover index trackers, direct equities and fully manage target dated solutions. Fully inclusive charges start from 0.57% a year up to 1% a year.

PARTNERSHIPS
White Threads

WHITE LABELLING

BRANDED WHITE LABELLED SIPPS

Intelligent Money works with many authorised and regulated consolidators, platforms, DFMs and financial advisers firms to provide fully online intigrated white labelled SIPPs carrying your own brand.

IM LIFESTYLE
Work Table

WORKPLACE PENSIONS

QUALIFYING WORKPLACE PENSIONS SCHEMES

Intelligent Money provides a fully compliant software driven Qualifying Workplace Pension Scheme with access to our range of investment portfolios for Independent Financial Advisers and their clients.

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