STRONG SUPPORT
PUTTING YOU FIRST
WE ARE HERE TO SUPPORT YOU
Whether you choose to have your investments run for you with IM Lifestyle, or to Self Select your own choices from Intelligent Money's range of index trackers and hand built individual share portfolios, as a Private Client you will always receive the same full support from us for all general queries, technical information and financial and tax guidance to help for your financial planning.
We remain on hand to ensure your needs and requirements are met, without you having to pay a financial adviser, even if this is just to simply run your thoughts past a qualified and experienced expert.
bespoke service
At the heart of our Private Client service is your Private Client Manager. Their role is to take you seamlessly through the financial maze.
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In doing this they will educate and enlighten you, giving you a strong understanding of your finances, whilst guiding you in your decision making.
Think of us as the hand on your rudder, whilst you choose the pace and destination.
planning ahead
Financial planning is a vital cornerstone in achieving your goals, aims and independence.
Intelligent Money Private Clients have full access to this support at no additional charge.
Unlike financial advice, guidance does not involve 'recommending' a product or fund, it instead aims to enable you to take control and make your own decisions with knowledge, confidence and support.
taxing times
Tax is a hurdle we all face on our earnings, purchases, savings and investments, but there are many ways we can reduce our tax bills.
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Intelligent Money offers the expected tax 'wrappers', such as ISAs and Pensions and Intelligent Money Private Clients also receive bespoke tax guidance at no additional charge.