Welcome
Intelligent Money specialises in providing the consolidation of all your wealth and investment management needs.
Together with our corporate partners we provide a single point of service and administration, consolidating your SIPP, ISAs, Discretionary Fund Management, Fund Supermarket and Stock Broking under one roof.
Our Investment Management Service offers you:
- Preferential whole of market dealing terms and access to institutional funds
- Personalised Discretionary Fund Management
- Financial Planning Helpdesk and cash deposit advice
- Six-monthly highly detailed consolidated portfolio analysis reporting
- Online dealing with daily portfolio analysis and market commentary
- Full rebate of all adviser and platform provider initial and trail commissions
Please use the navigation links on the left to find out more about Intelligent Money, our services and becoming a client.