Beach huts

Nigel & Jane


I can go to bed at night and not worry about where my money is or what's going to happen to it.

Nigel & Jane

Read their story

Jane

Hi, I'm Jane; this is my husband, Nigel, and we've been clients of Intelligent Pensions for about four years now. Our adviser is Robyn Caffell, and she's been wonderful. We got in touch with Intelligent Pensions because we're coming to the end of our working lives, or so we hoped, and we wanted to get advice on how to move forward with the various pensions that we had through various jobs that we'd had.

Nigel

We heard about Intelligent Pensions through our financial adviser. We lived in Cornwall and set up a meeting with him to discuss investments that Jane and I already had, but the main thing was to consolidate our pensions, and he pointed us in the direction of Intelligent Pensions.

Jane

Well, when we first met Robyn, who came all the way to Cornwall to see us, which was great, I felt that, apart from being extremely professional, she was very personable. She knew all her stuff, and it was just a great feeling to understand that we would be safe in her hands.

Nigel

It gives me a feeling of calmness to know that I can go to bed at night and not worry about where my money is or what's going to happen to it. So yes, it's just a total chilling feature.

Jane

I'm convinced that we made the right move because I just feel so confident that my money is being looked after, and if I do have any questions or queries, I can get straight in touch, and the issue will be resolved immediately.

Nigel

The three words I'd use to describe Intelligent Pensions are professional, relaxed, and un-stressed.

Jane

I think the best thing about working with Intelligent Pensions for me is that because I'm so confident in what they're doing for us, I feel confident enough to let them get on with it.

Nigel

The best piece of advice I've been given is not to panic when things take a downturn. We know what's been happening with the economy in the last year in particular, and it's just easy to get panicky, but they've reassured me that things will progress forward. I must admit that we have seen results earlier in 2023 that probably surpass what happened last year.

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