Pension & Retirement Planning
is what we do and all that we do!

Why we are different

We recognise that you have a choice when you look for a retirement planning partner. We want to be your partner. We think we're different from others - in a good way. Here's how - and why it matters to our clients.

We’re Specialists In Our Field

Retirement planning is what we do and where we specialise.

Since 1998, we have been providing comprehensive advice in all areas of retirement planning – maximising the retirement funds, savings and other investments of our clients. We have established ourselves as a leading adviser in this market and currently manage in excess of £450m for our 1,600+ active clients.

We Pioneer Retirement Planning Technology

We have pioneered the use of computer analysis to help financial retirement planning. This has enabled us to deliver a tailored computerised ‘model’ for every client which helps them to engage, visualise and understand their retirement planning strategy and wider financial planning needs. Every client's unique retirement 'model' is stored and updated for review every year.

We're A Quality Team

To provide a great service we need to employ great people. We employ talented specialists to deliver a specialist client experience. We're focused on quality - in what we do and how we do it. Together with our clients, we’ve won numerous awards for our work. They’re nice to get, but that’s not why we do it. We do it to get results for our clients.

We Make It Personal

Each individual client is treated as exactly that – individual. We take time to understand client's circumstances and objectives, so that they trust us to advise them on their key decisions. That is why our services are never ‘off-the-peg’, but always carefully tailored to suit each client's particular needs.


Intelligent Pensions are authorised and regulated by the Financial Conduct Authority (FCA). Registered number 186250.
Intelligent Pensions Limited is registered in Scotland No.107284. Cadell House, 27 Waterloo Street, Glasgow, G2 6BZ.

“Given that we have both now been retired for nearly ten years from private practice as solicitors and financial advisers and are therefore now ‘out of touch’, it is reassuring to know that our retirement planning is in capable hands. In particular, we appreciate the emphasis which is placed on consideration of our income tax position against a changing background due to alterations in our financial arrangements.”

- Douglas & Caroline Graham

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