337 reviews | 8 verified advisers

Selection of recent reviews. Read all reviews

Review for Joe Sheridan

February 2025

What could they have done better?

Nothing springs to mind.

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

Uncertainty as to how to manage my pension funds.

How has Joe helped you?

He has guided me towards making the most of my funds.

Have you seen the outcome you were hoping for?

Yes.

Review for Robyn Caffell

February 2025

What could they have done better?

I have no queries. Please keep doing what you do for me.

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

Running a business with my husband and then losing him, I needed help and advice with my pensions and future planning.

How has Robyn helped you?

Robyn’s expertise and attention to detail and the way she has handled my financial affairs couldyes not be faulted.

Have you seen the outcome you were hoping for?

Yes and I would like to express my thanks for the work Robyn has done for me over the past years.

Review for Ben Sloggett

February 2025

What could they have done better?

It is hard to think of anything that could have been done better.

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

I have been a client of Intelligent Pensions for 25 years, and in that time I have only had 3 financial advisers (Ben being the latest). All have offered excellent advice.

How has Ben helped you?

Ben has always clearly laid out the financial options available to me, and the likely impact of taking up those options.

Have you seen the outcome you were hoping for?

Yes

Review for Alison Tyne

February 2025

What could they have done better?

I don't think so.

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

To make sure that I am following a sensible financial course and plan for the future.

How has Alison helped you?

Alison has guided me to achieve the section above.

Have you seen the outcome you were hoping for?

Yes.

Review for Alison Tyne

February 2025

What could they have done better?

Nothing that I can think of. Alison is well ahead of me.

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

Professional advice regarding pensions was needed & recommendations were made. I have been very happy with my decision.

How has Alison helped you?

Alison is very approchable, easy to talk to and explains things very clearly. She keeps me informed and acts quickly and efficiently. Alison keeps an eye on both current and future financial & pension events and offers advice accordingly.

Have you seen the outcome you were hoping for?

I am a happy pensioner, so yes. I am having the retirement I was hoping for thanks to Alison and her support team.