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About Us

We’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you. Take comfort knowing that we have the time, attention, and expertise to address every dimension of managing your wealth — now and for generations to come.

Founded as a family office, Intelligent Wealth brings you more than three decades of private wealth management experience. The Intelligent Wealth team, including seasoned investment specialists, will offer comprehensive, customised solutions to help you preserve and grow your wealth.

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Our Team.

The Intelligent Wealth team have over 45 years of experience in financial services, and exist to give you the confidence to create the future you want. We do this through face-to-face financial advice, delivered exclusively by qualified, expert advisers who make up our team.

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Alexander Harris
Founder & Director

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Anthony Harris
Investment Consultant

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Andrew Doherty
Independent Asset Consultant

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Sean Killham
Head of Technology

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Carla Monforte
Communications Advisor

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