Testimonials

In 2001 I decided to review drawdown business and how my firm was going to take this forward. Having achieved G60 in 1999 the number of drawdown cases each year was not sufficient for me to keep up to date with the legislation changes and the complexity of the subject. I felt that I was not giving the level of service required and I needed to bring in a specialist.

Intelligent Pensions provide the specialist knowledge and systems that my clients have come to expect and deserve. Whilst Intelligent Pensions is responsible for the advice I accompany clients at all meetings to provide reassurance and to ask questions which can clarify matters and aid the client in their decision making.

The relationship with Intelligent Pensions has gone from strength to strength and my clients are delighted with the professionalism displayed by both firms.

David Goodman MBE, David Goodman Ltd, Plymouth.