with your solutions
under one roof
LOW COST, FULLY FLEXIBLE, COMPLETELY ONLINE
Intelligent Money provides a range of investment products for Independent Financial Advisers and their clients. This includes our open architecture SIPP and pension products (often branded) and a wide range of low cost index tracking and actively managed investment portfolios managed by P1 Investment Management, together with pension, and ISA tax wrappers and our gross paying GIA.
Intelligent Money Adviser Support provides the adviser support and servicing for all advised clients of Intelligent Money.
putting you first
WE ARE HERE TO SUPPORT YOU
Whether you keep everything under one roof with P1's range of index trackers and individual share portfolios available only through Intelligent Money, or use Intelligent Money's rage of open-architecture SIPPs to access other platform and providers, as a financial adviser you will always receive the same high level of support from us for all client enquiries and all general and technical requests
PROFESSIONAL INVESTMENT MANAGEMENT
P1 runs a ranges of portfolios for Intelligent Money which cover index tracker, fully managed and hybrid target dated solutions. Fully inclusive charges start from 0.57% a year up to 1% a year.
SIPPS AND PENSIONS FOR THIRD PARTY PLATFORMS
Intelligent Money provides open-architecture SIPPs and Pension for Independent Financial Advisers
to use when holding assets on third party regulated investment platforms.
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.
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.