Shortlisted for prestigious national award
We’re delighted to share that we have been shortlisted for “Best Advice Firm in Scotland” at the Professional Adviser Awards.
This recognition reflects the dedication of our entire team and our ongoing commitment to delivering high-quality advice and service to our clients.
Team Christmas meeting: celebrating and planning
We held our annual team Christmas meeting recently, which included a productive mix of reflection, planning, and celebration. We:
- Carried out a deep dive into the recent Budget and discussed how the changes may impact you and your financial planning for the year ahead.
- Reviewed our progress in 2025 and identified key areas for improvement as we move into 2026.
- Enjoyed a surprise visit from Santa, who delivered all of our Secret Santa gifts.
- Ended with a great night out filled with dancing, laughter, and festive cheer.
It was a really lovely event, with the whole team coming together for the occasion.
Get in touch
Our team’s always happy to help with any aspect of financial planning. Please 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 retail clients only.
All information is correct at the time of writing and is subject to change in the future.