Established in 2006, Intrinsic has grown to become the UK’s largest distributor of financial advice.

Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs.

Led by a highly accomplished and experienced management team, Intrinsic has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members.

Since launch we have consistently exceeded market expectations. In 2015 our annual turnover exceeded £250m, making Intrinsic one of the most successful and fastest growing financial services businesses.

What this means for our advisers and their customers is that we continually invest in our business to improve our proposition, our service and the dedicated support we provide.

Positive Solutions - Altogether individual

Positive Solutions opened its doors for business in 1997 and is one of the UK’s leading financial advice firms. Founded on the vision that too many consumers weren’t receiving the financial service or level of choice they deserved it grew rapidly by teaming up with like-minded finance professionals who wanted to be part of a progressive company and only provide the highest standards of advice.

This ongoing success story, and a shared belief in delivering great customer solutions, led to Intrinsic acquiring Positive Solutions in 2013. Since then the company has flourished and Positive Solutions advisers continue to use their local expertise while benefitting from the support and security that comes from being part of a national organisation.

Old Mutual Wealth - A partner who shares our beliefs

Since first starting the business, Intrinsic’s story is one of continual success. So much so that in 2014 Old Mutual Wealth acquired the business.

In Old Mutual Wealth we have a like-minded, financially strong partner, who not only shares our belief in the importance of advice but also our vision for the future of Intrinsic. A vision where we continue to create a business that works in partnership with advisers, offers the highest level of support and expertise and enables advisers to advise and provide their customers with exactly what they need.

Old Mutual Wealth financial performance
Old Mutual Wealth’s strategy of offering trusted financial advice, flexible products, discretionary investment management and high performing asset management, all underpinned by first class support for advisers and customers, resulted in an adjusted operating profit of £260 million in 2016 (2015: £304 million).

Paul Feeney, chief executive of Old Mutual Wealth:

“In 2016 we continued to transition Old Mutual Wealth into a leading, integrated, advice-led, UK investment and wealth management business. We made a number of acquisitions to grow and consolidate our distribution in the affluent and high net worth markets, we exited a number of non-core operations and continued to build the business for its independent future. We were particularly encouraged by the strong net client inflows, which reflect the increasing value of our wealth solutions for our customers and the attractive benefits of our integrated business model, in what has been a challenging year for the sector as a whole."

"We believe that Old Mutual Wealth will continue to benefit from the growing demand in the UK for financial advice, investment and wealth management solutions provided in a transparent and increasingly efficient manner.”

The service we provide

Your financial situation is unique and so are our services. Each of the advisers who choose to partner with Intrinsic is fully qualified and a professional in their field. The approach is simple: they find out all about you; they understand your goals; they get to know your appetite for risk.

They then use all the tools and expert knowledge at their disposal to offer you solutions.

Only then can you make an informed choice.

Investment advice and more...
Our services are comprehensive too, which means your adviser can offer professional advice across the stages of your financial life:

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The stages of your financial life
The stages of your financial life our advisers can advise on include:

  • Protecting wealth - Protecting you and your family’s standard of living against the unexpected.
  • Property wealth - Ensuring the best arrangements for your home, second home, buy -to-let or commercial properties.
  • Managing wealth - Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.
  • Creating wealth - Ensuring you maximise your standard of living for when you do not want to work so hard.
  • Business wealth - Helping small and medium-sized enterprises to grow and become more profitable.
  • Preserving wealth - Preserving the value of your estate for the benefit of your family.
  • Retaining wealth - Retaining more of your hard-earned money legally and ethically.

Our client charter

You also enjoy the reassurance that comes from knowing each of our advisers abide by our client charter:

  • We aim to provide a fully comprehensive service to all of our clients
  • We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
  • We continually strive to improve our professionalism through personal development
  • We follow the principles of Treating Customers Fairly
  • If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
  • Our processes and procedures follow the guidelines as laid down by our business support network, Intrinsic.
  • We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received we will do our best to put it right.

Charity work

Read more about the work we do with our chosen charity, Dallaglio RugbyWorks.

The Leadership Team

Meet the Leadership Team and read their career biographies.

The Board

Meet the Intrinsic Board and read their career biographies.