The Group provides a broad range of services for Private and Corporate Clients, delivered by Intelligent Capital and Intelligent Benefits respectively.

 

Our clients are typically professionals, SME owner managers and entrepreneurs. We look after their personal financial affairs and often those of their associated businesses and key people.

 

The inevitable overlap of responsibility between Private and Corporate Client Services has created a close working relationship between our two companies such that client dealings are normally coordinated through a single point of contact.

 

In May 2008 both group companies were awarded the prestigious Chartered Financial Planner status. This is the highest level of accreditation within Financial Services and elevates professionalism and expertise to the same level as for example Chartered Accountants.

 

Where traditional or mainstream IFAs typically meet client needs with 'off the shelf' products, Chartered Financial Planners often create bespoke solutions to meet clients specific investment and tax planning needs.

 

Client relationships range from simple 'investment adviser' to that of Wealth Manager coordinating advisers to deal with a broad range of business, tax, banking and legal issues.