Intelligent Benefits offers a broad range of financial advice around a core Investment Service which monitors client investments. We communicate regularly with clients by varied means providing valuation reports and ongoing investment advice. After all, financial advice is an ongoing responsibility, not a single transaction.

While this approach reassures clients that their interests are being carefully looked after there is also the issue of tax planning to consider. A large part of our work is therefore advising clients on how to ensure that they are on track to achieve their desired outcome on retirement. Initial discussions are normally without cost. Thereafter our remuneration is agreed in advance of any work being undertaken.