Top Rated Firm 2026
602 reviews | 11 verified advisers
Review for Robyn Caffell
What could they have done better?
Nothing could have been done better
What were the circumstances that caused you to initially look for a financial adviser?
Needed help in planning for future with investment and pension advice
How has Robyn helped you?
Robyn has been tremendously helpful and very knowledgeable and supportive in achieving our goals towards our retirement
Have you seen the outcome you were hoping for?
We are extremely pleased with the outcome of advice and planning we have received
Review for Ben Sloggett
What could they have done better?
In hindsight, dealing with Ben and Intelligent Pensions at an earlier stage would have been beneficial.
What were the circumstances that caused you to initially look for a financial adviser?
Introduced to Ben, as the Prudential rep. was unable to give 'financial advice' Best thing that ever happened as it turned out later.
How has Ben helped you?
Guidance on my pensions and investments.
Have you seen the outcome you were hoping for?
Yes, most definitely.
Review for Robyn Caffell
What could they have done better?
More regular updates
What were the circumstances that caused you to initially look for a financial adviser?
Pension and retirement planning
How has Robyn helped you?
Regular reviews and advice
Have you seen the outcome you were hoping for?
Yes confident in advice
Review for Tom Bostock
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Need to sort how to use pension funds
How has Tom helped you?
Asked me good questions to help me make good choices.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Sheridan
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
The need to manage my pension arrangements, especially since it is easy for the non-specialist to take the wrong decisions. I feel I receive the right advice from Joe.
How has Joe helped you?
He has guided me through the complex legislation re pensions and made me aware of more options than I realised I had.
Have you seen the outcome you were hoping for?
Yes.
