Our Values

Intelligent Partnership aim to be thought leaders in the new world of advice post RDR (Retail Distribution Review).

We:

√ Understand the issues that the sector faces:
commercial, regulatory and reputational

√ Contribute to the debate through the financial
media and our social and business networks

√ Pioneer the use of innovative new solutions

√ Provide well researched and up to date reports,
commentary and training on both mainstream
and non-mainstream investments

√ Provide market leading training and education
on investment topics

We are highly knowledgeable, committed to continuing to learn about the sector and we clearly communicate what we know to others. We are respected for this by advisers, investment providers, distributors, competitors and media outlets.

We pride ourselves on delivering an outstanding service to our customers.

We:

√ Understand the issues that the sector faces:
commercial, regulatory and reputational

√ Contribute to the debate through the financial
media and our social and business networks

√ Pioneer the use of innovative new solutions

√ Provide well researched and up to date reports, commentary and training on both mainstream and
non-mainstream investments

√ Provide market leading training and education
on investment topics

√ Are flexible and responsive

We never forget to put our customers first and keep working hard to go that extra mile and impress them by delivering real value. We make sure we do work that we are proud of and meets our high standards of quality control and we are prepared to listen and respond to our client’s needs.