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My wife and I have been with Intelligent Pensions now for around 10 years and am very happy with the financial advice and management they give regarding our pensions.

Thank you to Ben Sloggett my financial planner. Every thing explained at my level! I am so pleased with the progress of my pension investment which is due to your guidance, Your understanding of me together with the skill of the investment team at Intelligent Pensions. Thank you

Professional company that shows great attention to detail and inspires confidence.

I am always very happy with the service that Robyn provides. Everything is covered in great detail meaning there are no unanswered questions or concerns. Robyn listens to what is important to you so the outcome is always going to meet your current needs. As life changes so does Robyn’s advice and suggestions, so again you feel that you are achieving your goals both long term and short term. The annual review is always a lovely opportunity to catch-up on the year that has passed, you truly feel you’re speaking to a trusted friend. Robyn is always reachable throughout the year and indeed responds very quickly if ever you need to discuss anything. I wouldn’t hesitate to recommend Robyn for any financial assistance or pension advice.

I have been dealing with Intelligent Pensions for many years now. I find them excellent. My advisor Robyn Caffell is so responsive and is always a pleasure to deal with. She is so helpful and always gives me sound advice with my investments.

Simon Wateridge of Intelligent Pensions is always very helpful and friendly. He listens to you and advises accordingly.

Veery very happy with Joe and the team.Pension investments growing really well and always get great advice on finacial planning

Ben Sloggett from Intelligent Pensions has consistently provided me with expert advice and astute recommendation about my pension. Using the IP financial management systems he has delivered a comprehensive review of my situation , giving me the confidence to make important financial decisions. The IP team has also delivered excellent returns over some challenging times.

Simon is extremely helpful and very knowledgeable on all parts of my pension.

I really appreciate the advice I receive and the manner in which it is given. Informative, relevant to me and my circumstances and helping me to plane for the coming years.

Happy to recommend Joe Sheridan intelligent pensions

I have had my pension invested with Intelligent Pensions for many years and the service and advice I get is second to none. My F.A. is more of a friend than a business connection. Thoroughly recommended

Enjoyable experience

Great service accurate advice and Allison puts my mind at rest

Following the financial review with Ian I wanted to recognise the positive work demonstrated throughout the process for our retirement planning . The review was handled professionally, with a clear understanding of the financial position and a strong focus on accuracy, transparency, and continuous improvement. Ian completed lots of different scenario to make sure we had enough money to retire , and the news was good ! Yes we can !

The advice that I have received off Ian has been explained thoroughly which suited my needs.

Ian explains things in a way that you can understand and never feel pressured into doing anything.

I have enjoyed good service and advice from IP and Stephen, our latest financial adviser.

Alison is very competent and very friendly. She provides a human face to the Intelligent Pensions service. We have used them now for at least 20 years.

As always Simon was cheerful, knowledgeable and informative. It is a pleasure dealing with him.

Ian is our financial advisor and has been for a few years. I find Ian to be really trustworthy professional, knowledgeable, and he takes the time to explain everything clearly. I appreciated Ian’s honesty advice and the confidence he has given me throughout the process. I would definitely recommend Intelligent Pensions to anyone who is looking for reliable financial guidance. Thank you.

Always great advice from Ian and would highly recommend to anyone requiring financial advice.

All communications to and from Intelligent Pensions are thorough and informative and our advisor (Ben Sloggett) is warm, friendly and knowledgeable and always presents a very useful update and info on the state of my fund.

Very detailed report with options clearly explain ed and laid out.

I had an annual review the other with Joe Sheridan of Intelligent Pensions. First rate, a pleasant chap, doesn't get offended by my sense of humour, flexible enough to not bother wasting time on charts that are irrelevant but very quick and helpful with relevant ones. So I commend him and the company warmly

Very happy with the way i was dealt from the word "GO" and very happy with the results after the first year last month, Thank You!!

Alison was insightful during our yearly review and helped me plan my future in the best possible way by giving me options to reduce tax on my monthly income. Thank you!

Intelligent Pensions keep you frequently up-dated with any news and changes. Also, tell us all we need to know.

My Advisor/Consultant is probably the best person of his kind I have come across. Professional, prepared,honest and good humoured..he doesn't have to be a hard salesperson..his background and that of IP is highly reputable..and what's more their investment and management strategy has worked extremely well for me .I would highly recommend Simon and Intelligent Pensions

Excellent advice

I find Alison to be a very knowledgeable adviser who puts you at ease by explaining and answering any questions in a very comfortable and patient manner. My wife and I feel very comfortable and confident when discussing pensions and spending along with our needs for the future!

rren, PolgoothI have always found Intelligent Pensions to be helpful and trustworthy. The annual reviews which at present are with Robyn are invaluable.

Rising 20years of dependable good advice with Intelligent Pensions. When you're securing a hard earned pension and optimising the benefits, they are an excellent company.

I see my annual meeting with Ben Sloggett of Intelligent Pensions, as an opportunity to thank them for the work they undertake on my behalf. A friendly face and well considered discussions on my personal circumstances is very reassuring and to date has been very rewarding.

Hello I have found Alison Tyne Of Intellegent Pensions to be a very good FINANCIAL ADVISOR she certainly knows the market and taken care of my finances for the last 5 years I trust her judgement compleatley

I've been with Intelligent Pensions for over 15 years and have always found their service and communication as first rate. Alison Tyne my advisor is very approachable and professional which really helps when making sound financial decisions.

Very happy with both service and performance of my SIPP. Always find my review meetings with my retirement analyst Robyn Caffell both informative and reassuring.

Excellent service provided excelled expectations

Alison Tyne has made us relax about our retirement income and we have been able to plan for the future. She is interested in us and presents information in an easy-to-understand manner, including multiple scenarios. We really feel like we are working together.

I was lucky enough to be put in contact with Simon at Intelligent Pensions by a family friend as I wanted advice as I approached my retirement. I am so glad I did as I feel confident my investment is in good hands. The whole experience has been excellent. The process was explained clearly with no pressure and Simon kept me informed every step of the way. I would highly recommend Intelligent Pensions to anyone who is looking for pension advice and investment opportunities.

We had a very good productive meeting with Robyn today, thanks Robyn for looking after us and resolving all our concerns we had

Quality Independent financial advice from a well trusted and long standing financial professional practice. The financial planning and cash flow analysis used in the advice process is invaluable in painting a clear picture and assisting clients to make informed decisions and plan retirement income effectively.

My pension decisions may be the most important choices of my life. I feel that Intelligent Pensions Ltd provided an excellent service. Each step aimed to identify my personal requirements and explain the options clearly. Claire listened to my plans for the future and delivered a strategy which aligned with my own specific needs. I look forward to our ongoing planning reviews.

I have just had my annual review with Alison Tyne and as always she makes it very clear and easy to understand. She is totally in tune with what I need, I couldn't want for any more.

Excellent service & personal attention from Alison Tyne, as always. An extremely high quality service.

Had a zoom meeting with Robyn yesterday for an hour. I always am a little concerned, but Robyn always puts me at ease we go through the different scenarios she explains everything and makes sure I understand it and puts over in layman’s terms

Excellent service and performance from Itelligent Pensions as usual. Our advisor Robyn Caffell is fantastic very professional and knowledgeable. I would thoroughly recommend Robyn to others needing financial advice.

The yearly Intelligent Pension review with Alison proves very helpful to see how my pension is performing and any adjustments I need to make. When combined with the performance summary document I receive it makes it fairly straight forward to understand and to confirm that my pension will meet my needs going forward.

It was remarkably easy to arrange an appt. Simon is very flexible and in the end he came to my house which was super convenient as I had all paperwork to hand and a secure internet connection. I’d provided him with some info before and he came very prepared which made the best use of our hour. He has a wide understanding of the systems and was able to explain it to me in ways I actually understood. I particularly appreciated the spreadsheets he produced before and after our meeting. A really useful tool for decision making. I feel he listened well to my ideas for the future and tailored the advice accordingly. I can highly recommend him.

Very friendly and professional contact

Simon was really helpful when he came to visit . Explained everything really well . As Jim’s health has changed this year Simon explained what to do and told us how best to make things easy to understand.

I have received nothing but 1st class service from this professional company . My allocated financial planner Tom always responds to any requests quickly and efficiently in a personable manner. Would highly recommend.

Five stars for Simon Wateridge Always professional and extremely helpful for us ..knowledgeable and explains things clearly ..would definitely recommend

Simon continues to offer sound advice, selecting profitable funds as I move towards a well earned retirement

During my recent annual review, Simon guided me through my portfolio performance and projections . He used layman terms when I asked so I could fully understand. Simon is friendly yet professional and I have the utmost trust in him . Definitely recommend .

Robyn is a very experienced advisor who explains complicated jargon into easy small examples for us the understand.

Great service and the advisor explains everything very clearly

I have been with Intelligent Pensions for some years now and am very pleased with how my funds have performed I am looked after by Alison Tyne who apart from being a lovely lady is always a pleasure to hear from and very efficient at her job I would highly recommend this company and Alison Tyne’s involvement

I P have a first class advisor in Joe Sheridan. He takes all the time you need in explaining things and answering questions, as well as organising things that need to be done. 5 stars well deserved.

This is a well run organisation, I have total confidence in my advisor and have found her most helpful in dealing with the many decisions one has to make these days. Her annual reviews are most enlightening and comprehensive.

Excellent advice, which we have followed from the beginning.

My wife and I recently concluded our annual review with Stephen Ooi, Financial Planner at Intelligent Pensions. The review was thorough and included some specific modelling I had requested ahead of the meeting. As we are now approaching retirement, our financial planning is of the greatest importance to us, and we don’t want to trip up at this stage in the game. We would consider ourselves to be informed buyers, often asking detailed and technical questions regarding our portfolio and long-term strategy. Stephen addressed every enquiry with a high degree of competence and analytical depth. It is rare to find an advisor who can deliver the right level of detail while providing clear, professional insights and guidance. Most importantly, Stephen and the IP team have given us the confidence that we are on track to meet our retirement goals. We feel assured knowing that our investments are being handled capably and competently by the team at Intelligent Pensions, and we couldn’t ask for a more professional partner to guide us into this next chapter.

Extremely responsive and helpful, great investment strategies and brilliant returns.

I have been very happy with Intelligent Pensions. Our current manager Simon Wateridge has always given clear and valuable advice.

Excellent service my advisr Claire is fantastic she has been exceptional setting up and explaining things to me everthing is set out in a way that is so easy to understand. Cannot recommend Intelligent Pensions highly enough.

Professional advice giving me confidence to plan retirement.

My financial advisor, Stephen Ooi, has helped me understand my pension options. He has given me good advice on the tax implications of making withdrawals and has been flexible with face-to-face meetings.

Simon is an affable guy who makes my finances clear and concise and can explain the nuances of investments. Of course there are safety net structures he must follow which he does patiently and painlessly. The fact IP has performed above par helps but the future is always considered when options are explained. Very happy to recommend Simon and IP.

As usual Simon is always very helpful with his advice and always explains things thoroughly.

Just had my annual review with Joe Sheridan. Great to catch up, which proved very informative and most importantly good results !! Would highly recommend Intelligent Pensions

Good professional meeting, arranged additional meeting with more information. Second meeting, very good communication and a considerable tax saving from my Client Manager, ✔️👍🏼

Very professional, efficient and helpful. I have been a client since 2006 and am very satisfied with the way my pension monies have been managed and the way Intelligent Pensions communicates with me.

My yearly review with Ben Sloggett was very useful. We covered the points I needed explained in short order and his advice was clear and concise. My fund is performing well thanks to the JH management team and no adjustments to their investment strategy for me is needed.

Following our first ever Zoom meeting with Robyn Caffell, due to the Corona–19 virus. We would like to record our thanks to Robyn for such an enjoyable and interesting meeting. Everything was so well organised and relaxing with general conversation being held as well as the business side, for which the meeting was arranged. They only downside was we could not enjoy a cup of tea or coffee and a biscuit together.

Alison has always kept in touch and well informed.I really appreciate her knowledge and experience.

I would not hesitate to recommend Alison Tyne of Intelligent Pensions Limited. First class service and advice.

A very helpful conversation with Simon that gave me confidence about my plans - wasn't rushed and no 'hard sell'. Would recommend.

Joe is always supportive and engaged during our Annual Review and doesn't give me the 'look' when I ask the inevitable daft question. I find his advice invaluable.

I am very happy with the service provided by Intelligent Pensions and our advisor Simon Wateridge. I trust their judgment and they have been friendly, helpful and effective in their management of my pension.

Just the best! Great review from Simon after an impeccable service over the years. Would thoroughly recommend Simon and IP to manage any pension matter

The advise and assistance from Claire at Intelligent Pensions is outstanding. She explained everything down to the smallest detail - ensuring I understood everything at each stage. I wouldn't hesitate recommending Claire and her team to friends and family.

Really helpful review with some great advice. Thanks Joe.

Excellent advice and guidance which meant that I was able to hit my goal of retiring at 63.

Intelligent Pensions have proved over the last 8 years that they can be trusted with the serious responsibility of managing my pension fund. Their annual review meeting has been invaluable for both me and my wife in understanding our financial situation, both current and future. Together with our financial advisor, Kevin Rhoades of Penmor, we feel very safe and well informed.

I have been a client of Intelligent Pensions for over twenty years and have always been impressed by the quality of the service.

I had a couple of pension plans and was advised by my FA to combine them and he suggested Intelligent pensions. I did some research and had a meeting with Alex from IP. Everything was explained very clearly so I decided to combine my pensions and set up a monthly sum. It was the best thing I could have done. Consistently good returns on investment year after year. Even during COVID, when I expected to be told there was a drop in my pension fund. This was not the case, even managing a profit during that time. I have now retired and thanks to Intelligent pensions I have a comfortable lifestyle, managing to travel to sunnier places during the winter and have a healthy monthly income. If you are looking for a company to look after your pension, I would not hesitate to recommend Intelligent Pensions Ltd

Both the here and now as well as my future is obviously extremely important to me and my pension review today assured me that my advisor Joe and Intelligent Pensions also think this. I am very confident in his advice and how the Intelligent Pensions team are investing my money.

Simon Wateridge was very informative and I learned a lot from the meeting, I have got to do some work for Simon, and he will be receiving this information soon, Alan Fulford

Annual review carried out very professionally and was very infirmative

Intelligent Pensions, and more specifically for Stephen Ooi, provided an excellent service during our recent meeting. He answered clearly the questions which I asked. He was very personable and took the time to explain my pension pot and what might affect it looking forward.

A very informative and useful annual review. Joe is very helpful and I trust these highly professional people.

I have only been working with Simon for a couple of years. I am already appreciating Simon's advice and helpful explanations for my pension planning. He's interested in me as well as my investments which seems to be a perfect combination.

IP Ltd has been investing my pension for many years and always explain clearly how the investments are doing which results in (where the market allows) a good growth each year. The company's. Investment manager hold a wide range of investments and i am happy to let them manage these to my risk level. IP offers a friendly service with a consistent fund manager year on year who gets to know your personal situation and advise accordingly.

Today we had our (my wife's pension) annual review with Robyn Caffell. As with every meeting we have ever had with Robyn she was extremely professional, informative and patient. Robyn has a lovely way of talking through the various slides that enables us to have a complete understanding of the investment. Robyn is a brilliant ambassador for your business and we are grateful for her wise counsel. Many thanks John and Ros Norsworthy

My personal advisor Alison Tyne is always professional, knowledgeable and helpful. The added bonus is her great personality. 5 stars are well deserved.

I have been with Intelligent Pensions for many years and have found them to be work hard on my behalf, and give honest and good advice.

Very good, knowledgeable prompt service from Alison Tyne my financial planner

The service given is tailored towards our specific requirements. An ability to see through ‘the fog’ to identify the issues, provide the options along with the advantages and drawbacks gives us the confidence that provides a peace of mind in these volatile times.

I have trusted my pension fund to Intelligent Pensions for 25 years, and have always been impressed with their knowledge, honesty and thoroughness.

I have been with Intelligent pensions for a few years now and my pension has performed well. I had my annual review for the second time with Stephen Ooi last month. Very happy with the service you guys are providing me with. Stephen has been so good to me, always patient and willing to help me work my thoughts out and show me different options for my pension pot and future plans as retirement gets nearer. Thank you all for your hard work 👌

During our recent annual review, Stephen guided us through our portfolio performance and projections. Stephen is friendly, yet professional and we definitely recommend him and IP services.

Excellent service with very capable and knowledgeable staff always willing to help.

Had my annual review with Robyn Caffell by Zoom last week. As usual Robyn was efficient, courteous, knowledgeable and allowed me to explain our goals and needs for the coming year, allowing me as much time as was needed.

We recently sought IP’s advice for early retirement. Our planner Alison Tyne has been superb at advising, planning and implementing our pension and financial plans. Genuine, knowledgeable advice and a real pleasure to deal with.

Good and invaluable advice as always.

The support and advice I have received Joe my Financial Planner over recent years has been excellent. Always keen to explain and cover my pension plans and situation in a clear and simple manner. Very good service.

It was my Dad that recommended IP to me many years ago. And I can see why. Not only do the funds perform consistently well over time (above market norms) but the client service and support is utterly outstanding. They truly work hard to really understand their clients above and beyond the regulatory norms and it is very clear form the review conversations that they absolutely 'get it' and work hard to shape their plans wholly in line with your needs. Could not recommend them highly enough - outstanding in all areas!

Hi the advice we had from our IP man Joe Sheridan was very clear in explaining about our up to date annual review and up coming future of the maturity plan. We find him very knowledgeable on this products thanks

Today’s experience was slightly different as I could not get Zoom up. For myself speaking with Robyn was so much easier without zoom as I could concentrate better without it and would prefer that method in the future. Throughout our session felt that Robyn understood where I was coming from, supported me well in my changes over the year, discussed my concerns and could give me up to date information to work with, to enable me to move forward with confidence and understanding. I felt fully in control of my decisions and fully supported by Robyn’s professional expertise.

Robyn's meeting with myself was on time and i found this charming lady someone who gave me all the help & advise needed giving me hope that pension & collateral concerns can be hopefully resolved to my best advantage.

Intelligent Pensions provide a great personalised service. their advisors are friendly, take time to through every detail and never rush you. I would strongly recommend them.

Alison, always professional and is at the end of the telephone whenever i need assistance with any fianancial affairs.

Robyn Caffell, professional, reliable and an excellent financial advisor. Strongly recommend Intelligent Pensions for retirement advice.

Efficient,effective,trustworthy.Strongly recommended.

I used Intelligent Pensions recently for advice and transfer of pension funds. They gave me great advice, were informative and listened to me. Claire Wright and her team were friendly professional and would recommend without hesitation.

Intelligent Pensions have done an excellent job investing our pension pot. Our advisor. Alison, is efficient, approachable and knowledgeable.

Excellent service and great online access to my portfolio

As a complete novice when it comes to finance and pensions, i am glad that Robyn walks me through all i need to know. She is patient, engaging and listens incredibly well. I cannot think of any higher praise than she makes it simple for me to understand.

Joe Sheridan recently spent extended time explaining and charting different scenarios when certain financial decisions are taken. This proved to be interesting and thought provoking and will no doubt be crucial to quality of life long term. Helpful and easy to understand with the charting software they use too – thank you!

Good clear, precise information and reports. Great communication and friendly professional service.

Intelligent Pensions are a fantastic financial advice firm to deal with. They take the time to really understand your financial situation and goals. The cash flow charts that they use, really help to explain how much money I will have in retirement and when it might run out, which thankfully is after I turn 100. I like Robyn's approach as she is very engaged in what is going on in my life, remembers things and really offers help and guidance. She is very calm and I feel very comfortable and confident working with her. I would highly recommend her and Intelligent pensions to anyone that needs to get their finances in order.

Good having a Zoom meeting. Alison very easy to talk to and gives great advice.

We have been with Intelligent Pensions for many years now and we have always received excellent advice and care from Tim and now Alison. Everything has been explained to us in language that we can understand and any questions have been clearly explained. We have never been pressurised and after our annual meetings we have received full details in writing of everything discussed. We would not hesitate to recommend this Company to anyone needing advice with any aspect of finances as our advisors have proved to be friendly and knowledgeable with every service offered. Thank you Alison for your help and advice again this year!

Very happy with services even in these difficult financial times Allison is great very knowledgeable and has helped in protecting my pot, even though its value has fallen it remains within my risk acceptance level

A very positive and comprehensive review. Always kept clear and concise. Very good manner and approach

Professional company. Very helpful and quick to respond.

My pension pot has been actively managed by Intelligent Pensions for many years now and continues to make better gains than the average. The annual reviews mean I have a clear picture of how much cash I'll have depending on when I retire giving me the opportunity to plan properly now. Unless you're a stockmarket whizz, I'd recommend Intelligent Pensions to manage your pension fund for the future.

Personable, professional and thorough services.

I was recommended to Intelligent Pensions by my financial advisor, and I haven't looked back. Their advisors are well informed and regular meetings have meant I am kept informed. My pension is not doing badly either.

Have been a client for many years and never had any issues. Friendly and informative.

I have entrusted my pension plans to Intelligent Pensions for many years. Our friendly annual reviews, including their computer modelling, enables me to see clearly where I am now financially and where I am heading. The ability to immediately see the effects on my plan of any recommendations or possible variations to income or expenditure is invaluable to my financial understanding of the year ahead. As a consequence I really do have no worries regarding my financial situation and look forward to a continuing association with Intelligent Pensions.

Intelligent Pensions have taken the mystique out of pensions for me and helped further my knowledge and understanding of financial matters.

Another excellent review meeting with Robyn recently. Everything was explained very clearly and professionally, enabling productive dialogue and ensuring good decisions are made to everyone’s benefit.

Very thorough, and personable service from the company. I have had two advisors, both of whom have been realistic and knowledgeable about what to do with my pension.

I have been with Intelligent Pensions for twenty five years and in that time I have had two advisors. I have always found Robyn Caffell accurate and helpful in financial advice at our annual meetings.

Stephen Bush and John Pickering (FosterDenevo) have been my pension advisers for many years. They are polite and very helpful in explaining things and giving me good advice. I totally trust them and look forward to many more years of great service from them both.

My wife and I had our first pension review meeting with Simon and he was so helpful. He is very knowledgeable on the areas we discussed and his manner ensured my wife and I felt at ease with him. He provided projections which were relevant to our situation and where we want to be in years to come. My wife and I felt very reassured regarding our pension situation after the meeting. We would definitely recommend Simon to our family and friends.

I have dealt with Intelligent Pensions for a number of years, my main contact being at the time of the annual review. My most recent review has been with Tristan Edwards and I am indebted to him for the clarity of his presentation of important information and data which has enabled me to make important decisions about my pension commencement and the best format to meet my circumstances.

I have recently had my annual review with Steve Bush, I am glad to say this went very well. Steve made the information easy to understand and follow. Clearly pointing out how my investments are performing. Explaining my options in the future. Steve made the review enjoyable, excellent.

Always a clear information of plan value and future investments and risk assessment. Answered my questions with knowledge and always helpful. Feel safe that my investment is their hands. Good work.

I have been with IP for a number of years and they have always provided a first class service. My advisor, Steve Bush, has been very helpful in explaining all the options available in managing my pension arrangements. I have no hesitation in highly recommending Intelligent Pensions.

Very convenient and as usual very well presented and explained by Alex McConaghy

We have a good experience of Intelligent Pensions and our Rep. Robyn Cafell

Thank you Karen and Intelligent Pensions. Your advice has been extremely valuable in the complex area of retirement planning and I would have no hesitation recommending your services to others.

The heart of this organisation is based on professionalism. Their communications, advice and the people I come in contact with are unquestionably professional.

I have been a client of IP for 11 years, and during that time have found them to be excellent in every way. My Advisor, Steve Bush, has always been first class, and the support service likewise. I bless the day I entered into this relationship, which has given me a superb return on my Pension Funds. Thank you so much Keith Warner

We have been with them for a number of years and have always had good sound advice and management of our pension fund. I would happily recommend them.

Always very happy with this personal, efficient service which is well tailored to my individual needs.

I've been with Intelligent pensions for a number of years now, and all aspects of the service I receive is first class.

Had my annual pension review today via zoom with Ben Slogett. Found the whole experience informative yet very relaxed. Very happy with the advice given

I have found Intelligent Pensions provides a good service. Very pleased.

Delighted with the advice, service, help and support from Ben Sloggett

Very helpful, positive and not let me down. Good organisation.

I have had my pension with Intelligent Pensions now for over six years and find the company and people extremely professional and knowledgeable. The management of my pension has been a different experience to the previous 30 years not only in terms of performance but also in their attention to detail and how agile they are to react to change. That could be changes I/you make as a customer or changes in the markets and or legislation. I would not hesitate to recommend them.

My review was very informative, relaxed discussion, easy to understand. The outcome was very positive.

Just had my annual review with Tim Semmence today via Zoom. The structure of the meeting was highly professional and always informative. The blend of funds in my portfolio has offered a high return YOY even in these difficult markets. Highly recommended to anyone looking to be a bit more expansive in their thinking regarding their pension.

It was the first time that I have been involved on a ZOOM Presentation but I found it to have been excellently done Joe Sheridan had presented the Review very Straight forwardly in a manner that I was able to be involved with, It actually was better than the usual Presentation in my house with a Laptop

Robyn and I had a most comprehensive and fruitful meeting via Zoom yesterday. The session looked in detail at the past performance of my various investments funds, my fund starting point and withdrawals since commencement. We then went onto present income breakdown and future projections, discussing the volatility of markets etc in the light of Covid 19 over the last 6 months. Having talked about my longterm aspirations for my SIPP we then made some decisions on how best to proceed into 2020/21 and beyond. I was very pleased with our decisions and found Robyn most helpful and enlightening. I would certainly recommend Intelligent Pensions as a reliable and confident advisor in pension planning.

Excellent thorough, personalised review meeting. Clear and concise.

My third annual pension review with Robyn C yesterday prompted me to give my extremely positive feedback here. A very professional and comprehensive annual review, and excellent, easy access to the online portal to review in great detail personally, at any time I wish to. Thank you very much.