318 reviews | 9 verified advisers
Review for Claire Wright
What could they have done better?
Service has been excellent with all questions answered
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and inheritance
How has Claire helped you?
Professional advice answering the many questions i had
Have you seen the outcome you were hoping for?
To early to say but everything looks very positive
Review for Karen Lauder
What could they have done better?
No issues
What were the circumstances that caused you to initially look for a financial adviser?
Adviser has always been available over the years and a review happened annually.
How has Karen helped you?
Helped us plan for the future by providing up to date information( figures)
Have you seen the outcome you were hoping for?
Yes , happy with information and my financial situation to date.
Review for Karen Lauder
What could they have done better?
Persuaded the chancellor not to change IHT and pensions. She has provided a very full and attentive service so nothing to add
What were the circumstances that caused you to initially look for a financial adviser?
Extremely knowledgeable and very diligent. Provides a high quality service
How has Karen helped you?
Assisting in planning retirement and IHT issues that landed in recent budget. In the process of revising a strategy.
Have you seen the outcome you were hoping for?
Karen discovered a little extra tax free cash which was unexpected and welcome. I believe the outcome I’m hoping for will be achieved.
Review for Karen Lauder
What could they have done better?
Happy with everything up until now.
What were the circumstances that caused you to initially look for a financial adviser?
Yearly updates on my pension
How has Karen helped you?
Karen, Has been hugely helpful in explaining my pension/retirement options in an easy to understand way. Never a problem to look at various options and all with a smile.
Have you seen the outcome you were hoping for?
Yes
Review for Karen Lauder
What could they have done better?
We have continual dialog and if anything could be done better, we discuss and chat about it. All good at the present time.
What were the circumstances that caused you to initially look for a financial adviser?
Retired from the Financial Services Industry and new of Intelligent Pensions reputation, so contacted the Company.
How has Karen helped you?
Karen has helped us for 2 years
Have you seen the outcome you were hoping for?
Yes, good performance followed by good service and regular contact.
