Intelligent Money

Since our inception in 2002, Intelligent Money has continually invested in developing the highest quality, best value, investment propositions. We are intermediary only and do not accept clients directly. We respect the value of advice and the adviser/client relationship. As such we also do not operate the industry standard tri-party client ownership agreement. We offer a unique investment proposition – our IM Optimum Portfolios – where risk is managed internally based upon the age, investment horizon and end requirement of each individual client. Asset allocation is established, regularly reviewed and updated based upon these primary factors. The selection and management of the underlying investments runs in conjunction with this. Our approach creates a unique 3 dimensional investment management logic for your clients. We also operate on 3 basic principles when it comes to administration and service levels; We do what we say we will do, we do it correctly and we do it on time. We believe this is why we have become one of the UK’s largest intermediary only investment providers without once advertising. We have a strategic partnership with Quilter Cheviot (managers of our IM Optimum Portfolios) and offer a unique auto enrolment solution through our simple yet sophisticated Qualifying Workplace Pension Scheme (QWPS).. We also believe in using technology to keep things simple. To this extent we retain our own internal coders to deliver the software solutions our clients (and their individual clients) require. You can find out more about us by looking though our website. Alternatively, just pick up the phone and speak with us on 0115 94 84 200.