Top Rated Firm 2026
613 reviews | 11 verified advisers
Review for Tom Bostock
What were the circumstances that caused you to initially look for a financial adviser?
consolidation of pension pots
How has Tom helped you?
useful and pragmatic advice
Have you seen the outcome you were hoping for?
decent so far
Review for Joe Sheridan
What could they have done better?
Nothing really, always available for any questions or concerns I had and the advice has always been sensible and sound.
What were the circumstances that caused you to initially look for a financial adviser?
The need to seek professional advice and to amalgamate several pensions I had accumulated during my working career.
How has Joe helped you?
Joe has been very professional and provided very practical and useful advice in financial planning during my retirement.
Have you seen the outcome you were hoping for?
Yes, very much so. In the downturns you have to be brave and listen to the advice, it is not about short term gains.
Review for Alison Tyne
What could they have done better?
Overall performance has been excellent no real improvements required
What were the circumstances that caused you to initially look for a financial adviser?
On going discussions regarding IHT planning and Power of Attorney for both myself and my wife
How has Alison helped you?
ongoing discussions as above
Have you seen the outcome you were hoping for?
still early days on iht planning. Pension pot performance excellent but I assume global political conflicts will have a negative impact on pot
Review for Alison Tyne
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of pensions that I was looking to combine and Intelligent Pensions was recommended.
How has Alison helped you?
Making sure that my pension will provide for me and my wife for the foreseeable future. Ensuring that the investments have the right risk that suit my circumstances. Advice on combining another small pension into my main pension and advice on IHT for the future.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Sheridan
What could they have done better?
Nothing at all
What were the circumstances that caused you to initially look for a financial adviser?
for help on retirement planning
How has Joe helped you?
In many ways. Mainly in giving practical informed advice
Have you seen the outcome you were hoping for?
Totally
