Our Services
Our Services
We help you protect and grow every aspect of your wealth.
From investing for income to retirement planning and protection, we offer a range of products and services so you can find the right solutions for your needs.
Our Services
Intelligent Wealth
We provide regulated financial advice based to help you achieve your goals and aspirations.
This refers to core wealth management and is at the heart of every roadmap. Intelligent Wealth takes you through all of your assets, financials and other aspects of your wealth and provides regulated financial advice based on your circumstances.
Intelligent Tax
We help control and plan your tax liabilities to make sure your wealth is being maximised.
Controlling and planning your tax liabilities is key to making sure your wealth is being maximised. Our Intelligent Tax Control program explores income tax, capital gains tax, corporation tax and inheritance tax options. If you are involved in a high-risk strategy, we will come up with a solution on how to manage it best moving forward.
Intelligent Legal
We build a secure foundation for your wealth.
Our program includes regulated legal services to handle the likes of wills, trusts, powers of attorney and commercial agreements, which are essential for growing and protecting wealth.
Intelligent Accountancy
Our team of recommended accountancy professionals provide you with any of your and your companies accounts.
Intelligent Accountancy compliments our tax offering by directing you to a team of recommended accountancy professionals who can provide compliance services including completing and submitting your tax returns and producing your end of year accounts both for you as an individual and for any companies you run.
Intelligent Business
From strategic decisions, whether you are just starting a new venture, exiting a business or speaking to a specialist.
Our aim is to support you in all of your business endeavours. We can help with assistance in strategic decision–making, including when best to exit a business, and can offer management consultancy advice to help grow any business entities that you own or control.
Intelligent Capital
We help you nurture and grow your assets to ensure your wealth continues to grow.
This is where we analyse how best to create and grow assets to ensure your wealth continues to grow. Although we look at an array of different options for capital investment, we most commonly deal with property portfolios (residential and commercial), and investments in companies that qualify as Enterprise Investment Schemes.
Intelligent Marketing
In an increasingly competitive commercial environment, having a clear message that resonates with your customers is essential as is knowing how to communicate it and where. Whether it’s attracting and retaining customers, or repositioning yourself, we have an array of trusted partners we work closely with to offer specialist services from brand development to digital strategy.
We use a tried and tested method of mapping your customer’s frictions to understand what their anxiety levels were along their purchasing journey. By understanding these anxiety levels we can create unique customer journey that converts your audience quicker, turning them into repeat customers and also making them advocates for your service or brand.
Intelligent Health
We care about your wellbeing and health, no matter what you or your family is going through.
We mean it when we say wealth is more than just money, which is why we have a dedicated health section in our Intelligent 90 Day Roadmap.
We will not only be helping you, but also exploring ways to improve the health and wellbeing of your family. If you are experiencing any specific emotional challenges such as the effect of a divorce or separation on a child, we can offer specialist support here too.
