If you require an advisory service, please click here

HOW WE WORK

As you have worked hard for your money, the next step is to make your money work hard for you. Our online service enables you to invest for the future with confidence. We provide as much or as little advice as you need.

 

Our initial advice is free, online and anonymous. We don’t ask you any more than we need to know to assess the right investments for you, until you decide to proceed further.

 

The benefits are just a few steps away:

 

•   A personalised investment recommendation

•   Professional portfolio management

•   The ability to use your ISA allowance

•   Online valuations at any time

•   A service that provides regulated financial advice

 

Try our simplified service today and put your wealth to work. CLICK HERE for more

AN INNOVATIVE online FINANCIAL ADVICE SOLUTION FROM A modern WEALTH MANAGER

Welcome to Intelligent Wealth, a sister business of Wealth and Tax Management,
a well-established firm of Chartered Financial Planning specialists and Chartered Wealth Managers.

 

At Intelligent Wealth, we aim to help clients who want to benefit from both:

 

   The expertise and experience of a leading team of financial experts.

   A simple online solution to place and manage investments.

 

We offer a range of different investment solutions and our Client Offering will constantly be evolving over time.

 

To find out more or to give us a try, please CLICK HERE.

Fundamentals of investing

Why INTELLIGENT WEALTH

Intelligent Wealth is the ideal solution for you, if you want to use a simple online system to look after your investments and finances and you also want to know that you are benefiting from the expertise of a team of experienced financial planners and administrators who are behind the business.

 

Importantly, as an investor, you will benefit from the latest technology powering the various investment solutions Intelligent Wealth offer. Security is of paramount importance to us as is providing a simple and efficient offering.

 

We aim to help people who value Independent Financial Advice, but who would rather use an online system than meet or speak to financial advisers. This could be because they don't have time to meet an adviser, they like online solutions, they  or indeed any number of reasons.

 

Unlike many independent financial advisers, we have fully embraced technology and offer our clients simple and attractive solutions to look after their finances.

 

We aim to make technology work for you, not you for technology!

 

Importantly, Intelligent Wealth is not just an online system. It is a solution for busy individuals who want to benefit from the investment and financial planning expertise of an experienced and highly qualified team with a proven track record.

 

Additionally, whilst Intelligent Wealth is ideal where you want a simple online solution, if you want a full advisory service, you can use our sister business Wealth and Tax Management.

CONTACT

 

 

Looking to get in touch? Please use the form below or give us a call or email us. We are confident you will be pleased you contacted us.

 

Tel 01908 523740.

 

Email help@intelligentwealth.direct.

 

Address

17 Shirwell Crescent,

Furzton Lake,

Milton Keynes,

MK4 1GA.

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Call us on: 01908 523 740

© Intelligent Wealth 2016

Intelligent Wealth Limited is an appointed representative of Wealth and Tax Management Limited which is authorised and regulated by the Financial Conduct Authority.