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financial advice

Our mission is simple — to provide individuals and businesses with professional, principled and transparent financial advice, and to create relationships based and built on trust. 

We aim to bring financial peace of mind by understanding your goals. Helping you make informed choices. Removing the complexities inherent in financial planning. And making sure you understand what we’re doing and why we’re doing it every step of the way.

Here for you

Everyone’s financial situation is different. You may be planning for retirement, or looking for ways to protect and support your business. You might be saving for a special occasion, like a graduation or a wedding. There are no ‘one size fits all’ plans. That’s why we spend time building a relationship with you. Getting to know you and your current situation, your goals, your budget and your attitude to risk. Then we create an individual financial plan specifically designed to help you get where you want to be.

We can help with:

  • Personal investments
  • Retirement planning
  • Estate planning
  • Financial protection 
  • Key person insurance
  • Business protection 
  • Director and employee pensions
  • Corporate investment

How we help

Ongoing partnership is the key to everything we do. We help you reach your goals as they evolve. We support your business needs and adapt to changes in your marketplace. We work together, so our complementary skills benefit you. And, where necessary, we collaborate with other professionals, so you always have all-round financial support you can depend on.

Our team

Intelligent Capital has been built on the knowledge and expertise of our specialist advisors over the past 20 years. Each of us has our own individual story to tell, but together we share the common goal of providing clear, relevant, tailored and transparent advice, together with trusted relationships that allow you to make informed decisions about your financial future.