An easy to understand, straightforward & personalised service
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Our investment services
Choose a business type below to see how Intrinsic can help you
Private Investors, Trusts or Corporates
Professional Firms
Financial Advisers
Private Investors, Trusts or Corporates
Intrinsic's directly invested portfolios are carefully chosen to help you get the best long term value from your money. Here's how we do it…
- A simple, straightforward and personalised services
- We offer directly invested portfolios across different strategies screened for long term value
- No funds or complicated structures, we invest in companies because they are worth investing in.
- We construct and manage on your behalf a diversified list of attractive long term investments suited to your needs and your attitude to risk.
- Access your portfolio 24/7 on the go via Intrinsic Online secure log in
- Complete transparency at all time on what you are invested in, ongoing performance and total costs.
Professional Firms
We understand the wide variety of requirements you may have, and adopt an open, flexible approach to build a successful investment relationship…
- We work with you in partnership and committed to building a relationship delivering value to you and your clients
- Personalised, straightforward and transparent investment service
- No 'fund' or platform - direct investment and beneficial ownership, helping clients think like owners
- Complete transparency of costs
- Flexible arrangements tailored to you
- We can communicate directly with you on behalf of your client
- We can communicate directly with your client keeping you involved and aware
- Technology 'on the go' via Intrinsic Online secure log in
- Both you and your client can have continuous secure access over multiple devices
- Includes current valuation, transactions since last Report and a document store recording all correspondence
- You can have all your clients' current investment positions and related correspondence instantly available for meetings via one click on a tablet
- Wrappers available as appropriate
- ISAs - building tax free investment capital and facility to consolidate into a transparent and cost effective environment
- SIPPs - *terms and conditions apply
- through the Intrinsic SIPP, we provide you with the facility to establish, control and advise on your client's pension arrangements
- you can instruct us to consolidate multiple pension arrangements into the Intrinsic SIPP
- we supply your client at the start of the plan an illustration of potential benefits and costs
- we provide you with 'Key Features' document with a clear benefits summary and options available
- we reclaim all tax relief on contributions on client's behalf
- we can accommodate management of commercial property within the plan
- Probates
- A 48 hour service in probate valuations
Financial Advisers
We'll work in partnership with you, tailoring our service to your clients' needs, to help you create the best value for you and your clients…
- We work with you in partnership and committed to building a relationship delivering value to you and your clients
- Personalised, straightforward and transparent investment service
- No 'fund' or platform - direct investment and beneficial ownership, helping clients think like owners
- Complete transparency of costs
- Assistance with KYC requirements
- We offer a client questionnaire and investment profile that can be branded for you to complete with the client
- Alternatively we can talk through with client directly
- Provides an objective view on attitude to risk and how this squares with investment objectives
- Flexible arrangements tailored to you
- We can communicate directly with you on behalf of your client
- We can communicate directly with your client keeping you involved and aware
- Technology 'on the go' via Intrinsic Online secure log in
- Both you and your client can have continuous secure access over multiple devices
- Includes current valuation, transactions since last Report and a document store recording all correspondence
- You can have all your clients' current investment positions and related correspondence instantly available for meetings via one click on a tablet
- Wrappers available as appropriate
- ISAs - building tax free investment capital and facility to consolidate into a transparent and cost effective environment
- SIPPs - *terms and conditions apply
- Through the Intrinsic SIPP, we provide you with the facility to establish, control and advise on your client's pension arrangements
- You can instruct us to consolidate multiple pension arrangements into the Intrinsic SIPP
- We supply your client at the start of the plan an illustration of potential benefits and costs
- We provide you with 'Key Features' document with a clear benefits summary and options available
- We reclaim all tax relief on contributions on client's behalf
- We can accommodate management of commercial property within the plan
- Probates
- A 48 hour service in probate valuations
