Accumulate

You are building your career and are steadily climbing the ladder.

You have a little more money spare now and know that you really need to start saving with a vengeance.

It’s now time to put the plan together for the next stage in your life.

Finding the best and most tax efficient investments and pensions is very important. By now, you have built some savings and have a number of different plans and protection policies and you need a second opinion.

You may also have the prospect of school fees – how best to plan for these?

To find out more about:

  • SIPPs
  • Pensions
  • Tax-efficient investments
  • Life and Critical Illness cover
  • School fees planning

Call us on 0141 420 2033 to find out how we can help, with no obligation. Or complete the call back form and we’ll call you.

 

“Transitioning to Intelligent Capital made for a very refreshing change. My advisor speaks a language I actually understand, so I no longer feel bewildered by the options.

I receive regular correspondence and know that I can contact my advisor at any time for a personal discussion.”

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We find the best way to communicate is by speaking to prospective clients but we take your privacy seriously, so if once we have spoken you don’t wish to take matters further, we pledge to delete your contact details.
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