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ABOUT US

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ADVISER SUPPORT
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ABOUT INTELLIGENT MONEY ADVISER SUPPORT

 

Intelligent Money Adviser Support (IMAS) is a dedicated servicing and support company for financial advisers using Intelligent Money products.

 

We provide servicing and support  for general queries and technical information. All advised clients automatically become a client of IMAS, giving advisers access to our services when they hold any Intelligent Money product.

Over recent years Intelligent Money became increasingly unable to meet adviser demand for servicing and support standards and IMAS was established in late 2023 to address this issue and provide the financial advisers of Intelligent Money's advised clients with the level of service and support they deserve and expect.

 

We are paid directly from the pension schemes Intelligent Money provides, operate and administers and therefore there is no additional cost to you for our services.

ABOUT INTELLIGENT MONEY

Intelligent Money was established over 20 years ago and is directly authorised and regulated by the Financial Conduct Authority (FCA) and provides a range of open-architecture SIPPS for whole of market investing,.

Intelligent Money works with P1 Investment to provide a wide range of investment options from index trackers to portfolios of well researched individual shares.

 

You can Self Select from these to create your own ideal investment strategy for each client, or alternatively use the fully managed IM Lifestyle option, which is designed to automatically ensure they always remain best positioned to meet their aims and objectives.

 
View this site to find out more about Intelligent Money Adviser Services and Intelligent Money's products.

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