Whilst we believe strongly in the value of high quality financial advice we also recognise that many people lose touch with their adviser over time or simply do not want the expense such advice entails.

​

To this extent we offer our Private Client service. This gives access to fully managed pensions (with SIPP commercial property functionality) and ISAs together with our range of target dated and risk rated investment portfolios.

​

So we are very different to other direct offer investment propositions, where you are responsible for selecting your asset allocation, the investment funds and all monitoring and rebalancing. Our Private Client service does all of this for you. Typically at a lower cost than doing all of this yourself.

​

The minimum investment criteria to become a Private Client is £100,000 and the annual fee is a fully inclusive 0.87% with no additional costs.

​

There is also a 1.5% initial transaction fee which is only ever paid once on any money invested.

 

These low fees mean our Private Client service is less than half the cost of the the equivalent service from the UK's largest, FTSE 100 listed, direct offer provider. This would save you £56,247 in fees on a £100,000 investment over 20 years and £526,470 in fees on a £1m investment over the same period (assuming a 7% average annual return on both investments). 

 

Our fee also includes access to information and guidance when it comes to financial planning. The entire process is online with full telephone support.

​

To find out more about becoming an Intelligent Money Private Client please click the 'Explore' link below or call us on 0115 94 84 200.