FU LFIL Y O UR WEALT H POT ENT IAL
IN TE LLI GE N T LY
LIVE L IF E
F R EELY
Be confident that your wealth and future are intelligently managed and planned. If you’re committed to fulfilling your wealth potential, you’re in the right place to make that happen. We created the Intelligent Wealth Management Partnership to help a select group of clients; people who understand that it’s our integrated method of working that secures their future. Whether you’re a successful business owner, athlete or entertainer, or an independently wealthy individual, having the right people with the necessary skill and experience on your side means you can achieve your full wealth potential. With our renowned creativity, proven approach to investment management and market-leading service you’ll be free to enjoy life to the full, confident that your financial affairs are intelligently handled and your future meticulously planned.
“Working with the team at IWMP has been a tremendous pleasure. They take the worry out of managing our finances” ANN ROWLEY
WE FOCUS ON Y O U
I N D I V I D U A L LY
You’re an individual, with differing circumstances and unique personal goals. We understand this. It’s why our very first step is taking the time to meet with you. We’ll work with you to develop a deep understanding of your current situation and what it is you want to achieve. It’s only then that we can start to build a comprehensive, strategic plan that will give you clarity and help you make decisions that are aligned with your objectives and values. We are able to draw on a range of investment strategies and apply the one most appropriate for your circumstances. This intelligent approach and commitment to long-term partnerships is regularly recommended; our existing clients are often the source of our new ones. Because we work with only a select number of clients, we’re able to keep our service attentive and personal. Your own team of highly skilled and qualified advisers will establish and manage your Intelligent Strategic Plan, leaving you free to concentrate on your career, run your business or just enjoy life to the full.
“Risk comes from not knowing what you’re doing” WARREN BUFFETT
WE MANAGE YOU R FUT URE
C O M P R E H E N S I V E LY
You need co-ordinated advice to make intelligent decisions. Having to deal with individual specialists for investment, accounting, tax and estate planning is time-consuming, repetitive, expensive and often contradictory. Now there’s a single partnership that puts you at the heart of an integrated community of experts with a commitment to comprehensive planning. It’s all the support you’ll ever need. Understanding your needs, challenges and aspirations is a convoluted business. We’ll guide you through the complexities of financial management in a way that is organised, co-ordinated and clear. The firm is a Chartered Financial Planning practice and the team includes Chartered Financial Planners, a Certified Financial Planner and a holder of the Investment Management Certificate, and therefore practises the highest standards of integrity, technical competence and business capability. We have more than forty years’ experience of helping individuals and companies prosper, so you can be confident you’ve chosen to work with the best.
“An investment in knowledge pays the best interest” BENJAMIN FRANKLIN
OUR F EES
T R A N S PA R E N T LY
We believe in linking our success with the growth of your assets, not the sale of products. We have a shared interest in the long-term success of your plan, and so it’s the quality of our advice and service that counts. Before you pay a single penny in fees we make sure we understand your situation, values, goals and objectives. Only then can we mutually agree on the benefit of working together.
“The service we receive is first class. IWMP are driven by passion and success, based on building solid structures and sound working practices” KEITH MCKENNA, MD, M-TEC ENGINEERING
The Intelligent Wealth Management Partnership: clarity, vision, creativity and integrity. In uncertain times, it’s the relationships you trust that make the difference. We work in partnership with you to make the best use of all your resources to create the wealth you deserve. There’s no better way to finally realise your ambitions. Why wait for tomorrow to happen? There’s no time like the present, and we want to help you enjoy it.
We’re ready to accompany you on the journey of your lifetime.
The Intelligent Wealth Management Partnership is part of The Intelligent Strategic Partnership (TISP), a comprehensive business strategy and finance service for ambitious companies and individuals.
Telephone: 01543 483 700 Email: info@iwmp.net Lichfield Office: Wall House, Green Lane,Wall, Lichfield, WS14 0AS Birmingham Office: One Victoria Square, Birmingham, B1 1B Manchester Office: 10th Floor, The Pinnacle, 73-79 King Street, Manchester, M2 4NG London Office: One Victoria Square, Birmingham, B1 1BD Intelligent Wealth Management Partnership Limited (“IWMP�) is authorised and regulated by the Financial Conduct Authority.