Top Rated Firm 2026
611 reviews | 11 verified advisers
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
Review for Alison Tyne
What could they have done better?
nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Ive always had an advisor
How has Alison helped you?
Alison is confident and trustworthy
Have you seen the outcome you were hoping for?
Indeed i have
Review for Simon Wateridge
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Considering leaving current employment and wanted an idea of the impact that would have on my pension.
How has Simon helped you?
He prepared spreadsheets to allow me to see at a glance the impact of the different decisions I could make. He translated the jargon into understandable terms. He helped me identify where my priorities were and how I could use the various pension pots to help me realise my dreams.
Have you seen the outcome you were hoping for?
Absolutely. I now have a clear deprecation and a clear understanding of what is possible and when.
