Top Rated Firm 2026
622 reviews | 11 verified advisers
Review for Joe Sheridan
What could they have done better?
Nothing. The advice and time given to me is excellent.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement plans
How has Joe helped you?
Joe has enabled me to have a more financially secure life. He has also given me great advice on how to make the most out of my money with regards to taxation.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Bostock
What could they have done better?
Not applicable.
What were the circumstances that caused you to initially look for a financial adviser?
Long-term career in investment banking.
How has Tom helped you?
Personal visits for updates and reviews.
Have you seen the outcome you were hoping for?
Yes.
Review for Robyn Caffell
What could they have done better?
In my case - nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for a suitable company to sort out my pension situation which at the time was fragmented. My accountant recommended Intelligent Pensions the rest is history.
How has Robyn helped you?
She takes the time to explain the elements that make the pension what it is today. She listens to what I am expecting the pension to provide me for the future. Continue to have meetings on an annual basis to discuss any situation changes that may have occurred ensuring that I understand any implications etc. thus maintaining my confidence.
Have you seen the outcome you were hoping for?
Outside of the world events the pension is achieving what I believed the results I can see on line.
Review for Simon Wateridge
What could they have done better?
Simon was professional, knowledgeable and approachable throughout.
What were the circumstances that caused you to initially look for a financial adviser?
Planning pension
How has Simon helped you?
Simon gave me an array of very comprehensive options substantiated by reasons and outcomes of each option.
Have you seen the outcome you were hoping for?
I now have clarity about my options.
Review for Stephen Ooi
How has Stephen helped you since your last review?
Strephen has taken the time to explain all about the options on paying less tax in the future also also the benefits of combining other pensions together Stephen is always very pleasant to have in our home and is very easy to talk to
