ADVISER SUPPORT

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 to service their clients. This includes a wide range of low cost index tracking and actively managed investment portfolios, Pension, SIPPs and ISA tax wrappers together with our gross paying GIA.

Intelligent Money Adviser Support provides the adviser support and servicing for this, utilising our and a fully online interface (IMAP) for all applications, changes, updates and monitoring, with full Management Information tools from your dashboard.

PRIVATE CLIENTS

PORTFOLIOS

PROFESSIONAL INVESTMENT MANAGEMENT

Intelligent Money's portfolios cover index tracking, fully managed and hybrid target dated solutions, all with no platform or wrapper charges. Fully inclusive charges start from 0.57% a year up to 1% a year.

IM LIFESTYLE

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

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 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.