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.

We also provide full and bespoke adviser support and a fully online interface (IMAP) for all applications, changes, updates and monitoring, with full Management Information tools from your dashboard.

PRIVATE CLIENTS

OUR PORTFOLIOS

PROFESSIONAL INVESTMENT MANAGEMENT

We have a solution to fit all needs from index tracking, fully managed, to hybrid target dating, all with noplatform or wrapper charges. Our fully inclusive charges start from 0.57% a year up to 1% a year.

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.

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.

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.