Managed Direct

WMG Managed Direct is our entry-level, online, low cost, fully managed ISA and Pension Account using the expertise of Intelligent Money one of the UK’s most innovative pension providers and

Quilter Cheviot one of the UK’s largest discretionary investment management firms offering bespoke portfolio management with over £23.7 billion of assets under management (as of 31 March 2019).

Intelligent Money & Quilter Cheviot are both regulated and authorised by the Financial Conduct Authority

Our WMG Managed Direct Service will be suitable for entry-level investors, with internet access, wishing to take advantage of ISA and Pension tax allowances, to self-invest online in a safe and secure environment knowing the big investment decisions as to where to invest and which assets to buy are taken care of by an investment manager with proven experience and expertise.

You can invest as much or a little as you wish on a one-off or regular monthly basis to suit your budget, and can even transfer in existing poor performing investments you may have with other providers such as bank ISA accounts or Personal Pensions. Please note under existing pension rules pension transfer above £30,000 in value cannot be transferred without advice. If you have any doubts please just contact us for further guidance.

Creating your online account is painless and you will not be asked to enter any personal data until you are happy that WMG Managed Direct is for you, simply click the button to get started.

Please be aware that WMG covers the cost of bringing this low-cost service to you with annual support servicing charge of 0.50% per annum. You will be asked to confirm your acceptance of this as part of the online process.

Additionally, Intelligent Money needs to make its own charge to you which are explained in the application process.