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Sharon & Martin


We gave Intelligent Pensions a tall order; the dream was always to retire at 55, and with their help, we've been able to do that.

Sharon & Martin

Read their story

Martin

Hi, my name is Martin James; this is my wife, Sharon. We’ve been working with Joe Sheridan, who's our financial adviser for Intelligent Pensions, for just over 12 years now.

Martin

We had a couple of pensions that we were trying to bring together. My main desire was to retire at 55, which was always going to be a big ask. We needed some help to get there, and through Joe, he always gave us the best advice, and we were able to almost make that date.

Sharon

We'd been working with our local financial adviser for quite a few years, and basically, he had never steered us down the wrong path. We have complete trust in him and his advice. He introduced us to Intelligent Pensions, who he had been working with, with other clients for several years. We completely put our trust in both of them, and we have not regretted that decision at all.

Sharon

We have just completely followed their advice; they knew our goals from the outset, and we have just really listened to them. We were completely out of our depth in the pension market. They've just been able to steer us right from day one to our goal of Martin being able to retire at 55 and just both enjoying a happy retirement.

Martin

The experiences that we've had with Intelligent Pensions have made us excited for the future. We gave them a tall order; the dream was always to retire at 55, and with their help, we've been able to do that.

Sharon

We're just really confident going forward that the goals and objectives that we've set are all going to come to fruition, and that's solely down to the advice that we've received over the last 12 years.

Martin

If we hadn't been working with Intelligent Pensions, I wouldn't have been able to realise our dreams of retiring at 55 and enjoying the pension. It's as simple as that. They have been absolute superstars.

Sharon

The three words that I would use to describe Intelligent Pensions are reliable, trustworthy, and extremely hardworking.

Martin

The best advice that Intelligent Pensions, and in particular Joe, has ever offered is to understand what our real outgoings are so we can understand what we need to draw down on a monthly or annual basis from our pension. And the advice that he gave us on one occasion was actually not to move a pension over because the charges would outweigh the actual value.

Sharon

The best thing about working with Intelligent Pensions is that they take on all the hard work. We don't have to worry about our pension, and we don't have to think about it. We just know that in the background, on a day-to-day basis, they are working hard for us, and they have taken all that responsibility away from us.

Sharon

I would 100% recommend Intelligent Pensions to anybody who wants some honest, sound advice about what to do with their retirement plan.

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