Top Rated Firm 2026
605 reviews | 11 verified advisers
Review for Karen Lauder
What could they have done better?
I can't think of anything which coild have been improved.
What were the circumstances that caused you to initially look for a financial adviser?
When my husband retired form his business in 1999, my brother advised us to consult Intelligent Pensions.
How has Karen helped you?
Since 1999 we have had three advisors, two of whom retired. Karen is therefore the third.. All three have been excellent but I am particularly grateful for Karen's help now as my husband Ewan has vascular dementia and has recently gone into residential care. The financial implications of this are a minefield and Karen has given wise and tireless support to help me navigate these waters!
Have you seen the outcome you were hoping for?
We are working on it!
Review for Alison Tyne
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Alison helped you?
Continuous advice and support during my retirement
Have you seen the outcome you were hoping for?
Yes
Review for Alison Tyne
What could they have done better?
As a completely satisfied client, I do not consider any improvements to have been necessary.
What were the circumstances that caused you to initially look for a financial adviser?
Long-term objective to retire from employment well before eligibility for State Pension.
How has Alison helped you?
Alison seemingly effortlessly combines so many positive skills and attributes, and it is always a pleasure to engage with her. An experienced, knowledgeable, professional, with an excellent track record, she inspires confidence and trust, bringing her genuine, natural, pleasant personality to everything she does. She encourages and promotes open dialogue, avoids jargon and uses plain-English to clarify often complex principles. Not only does Alison cover all the perhaps more “formal” aspects of the pension planning process, she also works to ensure continuity in the wider context with regard to my own personal circumstances in general. All of which means that I can relax knowing that Alison is working pro-actively in my best interests, and that my retirement financial planning is in very capable hands indeed.
Have you seen the outcome you were hoping for?
Yes most definitely.
Review for Robyn Caffell
What could they have done better?
Nothing could have been done better
What were the circumstances that caused you to initially look for a financial adviser?
Needed help in planning for future with investment and pension advice
How has Robyn helped you?
Robyn has been tremendously helpful and very knowledgeable and supportive in achieving our goals towards our retirement
Have you seen the outcome you were hoping for?
We are extremely pleased with the outcome of advice and planning we have received
Review for Ben Sloggett
What could they have done better?
In hindsight, dealing with Ben and Intelligent Pensions at an earlier stage would have been beneficial.
What were the circumstances that caused you to initially look for a financial adviser?
Introduced to Ben, as the Prudential rep. was unable to give 'financial advice' Best thing that ever happened as it turned out later.
How has Ben helped you?
Guidance on my pensions and investments.
Have you seen the outcome you were hoping for?
Yes, most definitely.
