We are delighted to have won the Best Client Outcomes at the Verve Awards on 8 September. Delivering great client outcomes is something we continually strive for, so this is a fantastic recognition of the team’s hard work.
Helping you to feel confident about your financial future is important to us, and we spend time getting to know you, understanding your long-term life goals and family priorities, rather than simply gathering financial information.
We know that at times you’ll be speaking to us during a period of transition, such as retirement, bereavement, or divorce. We prioritise giving you reassurance and clarity from the outset to help you navigate these important, often emotional, transitions.
You are always front and centre in our processes. We work with you to explore lifestyle scenarios and income sustainability in line with your later-life goals and aspirations.
This makes winning the Best Client Outcomes award particularly special. The judging process involved a detailed nomination followed by an interview with a panel of leading industry specialists, who assessed the firms against the award criteria. We were up against an extremely strong shortlist, so we are especially delighted to have been selected as the winner.
It’s fantastic to receive this independent recognition for something that sits at the heart of what we do every day.
A huge thank you to our brilliant team and our clients for making it possible!
Get in touch
Our team is here to help you with all your financial planning needs. Email hello@intelligentpensions.com or call 0800 0778807.
Please note
This article is for general information only and does not constitute advice. The information is aimed at individuals only.
All information is correct at the time of writing and is subject to change in the future.