2002
Julian Penniston-Hill establishes Intelligent Money as CEO and sole financier during the sale of £1bn investment broker Willis Owen.
2004
Pavan Varma, then Sales Director at Jupiter Asset Management, acquires a shareholding prior to joining our Private Client division
2005
Chris Sutton, then Vice President at JP Morgan acquires a shareholding prior to joining full time and becoming Chairrman and second largest shareholder.
2012
Intelligent Money hits £1bn of client asset.
2012
French banking giant BNP Paribas exits UK SIPP market and selects Intelligent Money to take over the running of this business.
2015
Ian Stewart joins the board and becomes a shareholder as part of the takeover deal of the private equity partners in his advisory firms.
2016
Intelligent Money hits £1.5bn of client asset.
2016
Formerly joint business partner with Ian (above) Nik came out of early retirement after the takeover of their advisory firms to head up Private Clients
2017
Intelligent Money starts development of a new ‘offshore’ Private Client service in response to international demand
2018
Intelligent Money moves towards £2bn of client asset.
2019
Intelligent Money agrees multi year sponsorsship of the SRO 2020 British GT Championship
2020
Intelligent Money sponsors TF Sport and Aston Martin Racing
2020
Intelligent Money teams up with SKY Sports to bring F1 World Champion Jenson Button from LA to race with Le Mans Champion Chris Buncombe at Silverstone