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Marcus Waldram
Operations Director at Intelligent Money
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Work Experience
Operations Director
Mar 2008 - Present · 16 years and 9 months
Company Details
11-50 Employees
Intelligent Money is an FCA Authorised and Regulated Investment Management Firm, ISA Plan Manager , SIPP & Pension provider We have been entrusted with nearly £2bn of asset on behalf of nearly 20,000 clients, ranging from the very wealthy to those just starting out investing. When it comes to financial strength you have the reassurance of knowing Intelligent Money meets (and exceeds) all of its FCA Capital Requirements from its Tier 1 capital strength (i.e. does not rely – as other providers do – on any Tier 2 capital) and is 100% owned by its directors and key people. It also has no debt/loans and makes a profit each year from simply providing high quality/high value investment solutions fat a low cost We furthermore believe in using technology to keep things simple at all times. To this extent we employ our own team of in-house software programmers and coders – as well as subscribing to external industry standards, such as Origo Options. You can find out more about us by looking through our website. Alternatively, just pick up the phone and speak with us on 0115 94 84 200.
Year Founded
2002
Social Media
Linkedin
Industry
Investment Management
HQ Location
The Shire Hall High Pavement Nottingham, NG1 1HN, GB
Keywords
SIPPsGroup SIPPsWealth and Investment ManagementISAsand Software Develpment
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