Does anybody have any experience with "Intelligent Money"They claim that for £35 per year, if one's pensions, ISAs, etc financial intermediary is transferred to them, they will refund all the IFA's yearly kickbacks.
Apparantly it was discussed on Radio 4's "Money Box".
It sounds like a great idea, but I cannot get to talk to them. The
phone has a message saying due to overwhelming response, they cannot
currently answer phone enquiries. They also do not return my e-mail
enquiries. (These are not good signs.)
As I need to do ISAs and personal stakeholder pension for 2003/4 very
soon, I have to start acting fast. This prospect is making me
hestitent to go direct to my companies of choice, when if I go via an
IFA intermediary, I can maybe revover the kick-backs.
(By the way, I'm looking at a Royal Liver or Weslayan personal
stakeholder pension, and a Scottish Friendly ISA)
- posted 16 years ago