415 reviews | 9 verified advisers
Review for Tom Bostock
What could they have done better?
Investment growth
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning
How has Tom helped you?
Investment performance
Have you seen the outcome you were hoping for?
Not really
Review for Simon Wateridge
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Professional Advice
How has Simon helped you?
Good Advice & understanding.
Have you seen the outcome you were hoping for?
Yes
Review for Ben Sloggett
What could they have done better?
I am thoroughly satisfied with the arrangement as it is.
What were the circumstances that caused you to initially look for a financial adviser?
Our long-term financial adviser recommended Intelligent Pensions to us as he felt we needed more in depth planning of my pension needs.
How has Ben helped you?
I have entrusted my pension plans to Ben Sloggett at Intelligent Pensions for many years. Our friendly annual reviews, including their computer modelling, enables me to see clearly where I am now financially and where I am heading. The ability to immediately see the effects on my plan of any recommendations or possible variations to income or expenditure is invaluable to my financial understanding of the year ahead. As a consequence I really do have no worries regarding my financial situation and look forward to a continuing association with Intelligent Pensions.
Have you seen the outcome you were hoping for?
Yes.
Review for Tom Bostock
What could they have done better?
Well it can always be better, but I think a 6 month review might be more appropriate as I am getting older, but to be fair I am sure Tom would do it if I requested.
What were the circumstances that caused you to initially look for a financial adviser?
Planning for the future as I approached retirement age
How has Tom helped you?
Having an annual review of both my personal circumstances and the performance of my pension provision gives valuable insight into what the future might hold, such as any of us can really know what lays ahead!
Have you seen the outcome you were hoping for?
Over the period of time I am happy with the results
Review for Alison Tyne
What were the circumstances that caused you to initially look for a financial adviser?
Widowed so needed financial support
How has Alison helped you?
Very friendly and supportive advice
Have you seen the outcome you were hoping for?
Yes
