Welcome
Intelligent Money specialises in providing the consolidation of all your clients’ wealth and investment management needs, leaving you free to focus on managing your client relationships and developing your business practice.
Together with our corporate partners we provide a single point of service and administration for you and your clients, consolidating their SIPPs, ISAs, Discretionary Fund Management, Fund Supermarkets and Stock Broking under one roof.
Our Investment Management Service offers you and your clients:
- Preferential whole of market dealing terms and access to institutional funds
- Personalised Discretionary Fund Management
- Generic Financial Planning back-up (where required) and cash deposit advice
- Six-monthly highly detailed consolidated portfolio analysis reporting
- Online dealing with daily portfolio analysis and market commentary
- RDR compliant transparency, with a full rebate of all trail and platform provider commissions, enabling you to set Client Agreed Remuneration on an individual basis
Please use the links on the left to find out more about Intelligent Money, our services and registering with us.