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ADVISER SUPPORT
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be intelligent
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.

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PRIVATE CLIENTS
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STRONG SUPPORT

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

 

PRIVATE CLIENTS
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PORTFOLIOS

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.

IM LIFESTYLE
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open architecture

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.

IM LIFESTYLE
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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.

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.

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