438 reviews | 9 verified advisers

Selection of recent reviews. Read all reviews

Review for Ben Sloggett

July 2025

What could they have done better?

Not applicable

What were the circumstances that caused you to initially look for a financial adviser?

My investment advisor recommended Ben as my pension/s were complicated

How has Ben helped you?

Good solid advice which is relevant to my circumstances

Have you seen the outcome you were hoping for?

Yes...

Review for Simon Wateridge

July 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Pension advice

How has Simon helped you?

He has provided excellent support and information around my pension funds.

Have you seen the outcome you were hoping for?

Yes despite poor market conditions I am happy with the outcome so far.

Review for Sophie Tinney

July 2025

What could they have done better?

Nothing that I can see.

What were the circumstances that caused you to initially look for a financial adviser?

I was ready with Intelligent Pensions when Sophie was relocated.

How has Sophie helped you?

Sophie has helped me in so .any ways.She helps me understand by explaining things to me better.

Have you seen the outcome you were hoping for?

Yes my account is going in the right direction.

Review for Joe Sheridan

June 2025

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for a financial adviser?

I had a pension pot that was basically doing nothing so I was looking to get it invested.

How has Joe helped you?

Joe has given me great advice over the years and is always ready to answer any questions.

Have you seen the outcome you were hoping for?

Yes, definitely.

Review for Simon Wateridge

June 2025

What could they have done better?

Na

What were the circumstances that caused you to initially look for a financial adviser?

I am an existing client

How has Simon helped you?

Pensions and retirement advice

Have you seen the outcome you were hoping for?

Yes