Top Rated Firm 2026
636 reviews | 11 verified advisers
Review for Alison Tyne
What were the circumstances that caused you to initially look for a financial adviser?
I am a widow so needed reliable and easy to understand financial advice
How has Alison helped you?
She has been invaluable over the years and has guided me through some financial decisions.
Have you seen the outcome you were hoping for?
So far I have been satisfied with the outcomes.
Review for Claire Wright
What could they have done better?
I can't think of anything. Claire always made herself available if I needed clarity at any stage.
What were the circumstances that caused you to initially look for a financial adviser?
I have retired early and need to start drawing down from my works pension.
How has Claire helped you?
We agreed on a plan involving a blended approach which will meet my pension needs now and flex as my household circumstances evolve over the coming years. This involves pension transfers and flexible drawdown options.
Have you seen the outcome you were hoping for?
The process has been straight forward and did not feel rushed. I was encouraged to ask questions until I was comfortable with my decisions. The developed strategy allows me to hold a diversified portfolio of assets while retaining a degree of personal involvement in my finances which suited me.
Review for Robyn Caffell
What could they have done better?
Difficult to think of anything at all.
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement I needed professional, trusted advice on future financial planning.
How has Robyn helped you?
Robyn's advice has always been timely, detailed and extremely valuable. Her understanding of my family's needs and potential solutions has been a key issue over the last few years.
Have you seen the outcome you were hoping for?
Totally.
Review for Tom Bostock
What could they have done better?
I am perfectly happy with the service I am receiving.
What were the circumstances that caused you to initially look for a financial adviser?
When I was approaching retirement, I needed advice as the best way of investing my pension fund. I was recommended to Intelligent Pensions by my financial adviser.
How has Tom helped you?
I receive regular reviews on the status of the fund and Tom has explained it with clarity and accuracy.
Have you seen the outcome you were hoping for?
I now have a good understanding of the fund’s value and the risks involved. More importantly I am now confident about future withdrawals and the fund’s ability to service my lifespan.
Review for Robyn Caffell
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Transferred pension benefits on advice of Financial Advisor.
How has Robyn helped you?
Robyn is always available for advice and her annual reviews are always reassuring.
Have you seen the outcome you were hoping for?
The outcome is better than I hoped and anticipated.
