Intelligent Money is an Investment Management Firm (IMF) authorised and regulated directly by the Financial Services Authority.
We specialise in providing bespoke HMRC approved Self Invested Personal Pensions (SIPPs) and are authorised by the FSA to Establish, Operate and Wind Up pension schemes. We are also authorised by the FSA to hold client money in relation to these schemes.
Intelligent Money is one of a small number of Investment Management Firms who provide all three SIPP roles (Provider, Trustee and Administrator) in house, and therefore has no requirement to appoint external companies to satisfy these duties. This means that we are able to provide investors, companies, independent financial advisers (IFAs), fund managers, accountants and insolvency practitioners with truly bespoke pension solutions designed from the bottom up at the most competitive prices.
We provide third party services for a number of leading financial institutions and non financial companies.
