469 reviews | 10 verified advisers
Review for Tom Bostock
What could they have done better?
I’m happy with his service
What were the circumstances that caused you to initially look for a financial adviser?
Looking for financial advice when approaching retirement.
How has Tom helped you?
Annual reviews (personal meet up which is much better than on line!), emails, and these have resulted in helpful financial advice.
Have you seen the outcome you were hoping for?
Yes!
Review for Alison Tyne
What could they have done better?
I’m happy with her advice
What were the circumstances that caused you to initially look for a financial adviser?
Intelligent pensions use Alison to give advice to their clients
How has Alison helped you?
Discussing my risk attitudes, my investments and exposure to tax liabilities
Have you seen the outcome you were hoping for?
Yes
Review for Ben Sloggett
What could they have done better?
As far as I am concerned, Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Being made redundant back in 2001 and wanted to transfer my pension.
How has Ben helped you?
Ben has always given me fair and practical advice.
Have you seen the outcome you were hoping for?
I certainly have.
Review for Claire Wright
What could they have done better?
Nothing it has been working okay for me
What were the circumstances that caused you to initially look for a financial adviser?
A good pension and a lump sum
How has Claire helped you?
Explained about where my money is going and trying to save me money
Have you seen the outcome you were hoping for?
Yes
Review for Alison Tyne
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
I’m with Intelligent pensions
How has Alison helped you?
She is my pension advisor
Have you seen the outcome you were hoping for?
Yes
