I have referred many valued clients to Intelligent Pensions over the last 9 years and have always found their unique retirement planning service professional and thorough. Their detailed analysis has undoubtedly helped to give my clients both confidence and also clear understanding of their potential retirement benefits. Furthermore, I have always received an exemplary level of service from everyone at Intelligent Pensions.
Brian Bartlett, Foster Denovo Ltd, Addlestone, Surrey
I have been utilising the services of Intelligent Pensions for over three years now and I find they operate a complete, comprehensive, cost effective and compliant service which is always fronted with a friendly smile. So much so that I have placed my personal pension business with them. Well worth trying out their pension proposition.
Keith Ceillam Cert PFS, , Arden Financial Consultants LLP, Birmingham
I have recently started using Intelligent Pensions for pension switching cases and I have been pleased with the service. A bonus for my business is that Intelligent Pensions undertake the pension analysis and compliance responsibility. My clients feel special as a result of the bespoke service Intelligent Pensions provide.
Kevin Rhoades, Penmor, Ripley, Surrey
As a general IFA, I've worked with Intelligent Pensions for the last few years, referring my drawdown clients to them. Clients appreciate being introduced to a specialist in this complex field. IP's cashflow analysis is a powerful tool that puts clients' retirement plans into a realistic perspective, and their ongoing monitoring coupled with annual reviews give peace of mind to adviser and client alike.
James Little BSc(Hons) Cert PFS, Alchemy Financial Limited, Blandford Forum, Dorset
We have been using Intelligent Pensions for almost 10 years for all SIPP work involving drawdown and phased annuity purchase. This gives us enormous peace of mind because we can undertake this type of business without any ongoing liability. Our clients benefit from IP's disciplined approach to asset allocation and annuity purchase as well as expert advice on ever changing legislation. The annual reviews cement the relationship and ensure that the SIPPS flexibility is used for the benefit of the client.
Ben Appleby, Michael Butterfield Financial Planning Services LLP, Bristol
I have worked with Intelligent Pensions for many years and have always found their professionalism, both at consultant and head office level, impressive.
Fergus Mackenzie FCII, Salema Ltd