We’re pleased to share a couple of exciting updates from across the Intelligent Pensions team.
Congratulations to Sophie Tinney for achieving Chartered Financial Planner status
This is a significant professional milestone and reflects Sophie’s dedication to delivering the highest standards of advice and expertise to her clients.
We’re incredibly proud of her achievement, which comes hard on the heels of Simon Wateridge’s success with the same qualifications.
2026 Client Experience Awards shortlisting
We’re also delighted to announce that Intelligent Pensions has been shortlisted at the 2026 Defaqto Client Experience Awards.
What makes this recognition particularly meaningful is that it is based entirely on client feedback, which is entirely voluntary and provides a true reflection of their experience rather than just an industry view.
We’ve been shortlisted in the following categories:
- Client Trust
- Client Impact
- Client Champion
Being recognised in this way is a fantastic achievement for the whole team, and we would like to thank everyone who has submitted a review. We are, as ever, very grateful to you for your continued trust and support.
Get in touch
If you’d like to discuss any aspect of financial planning, we’d be happy to help. Email hello@intelligentpensions.com or call 0800 077 8807.
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.