Us

We make a difference beyond finances

Since 1998, we have been working hard to secure people’s financial futures. We deliver a service to individuals all over the UK that covers wider pension and investment advice, in addition to other areas of later-life planning.

Through our friendly and collaborative approach, we build lasting relationships, foster mutual trust and work together towards a brighter financial future.

Our values

Teamwork is at the heart of our approach, and we believe that when we all work together and share the same values, we will make great things happen. Our three core values are:

 

Think customer

We always aim to understand and meet your needs, delighting you with the work we do.

 

Think colleague

We always respect one another, develop our people and work together to help the company win.

 

Think me

We encourage people to take responsibility for their own actions, speak up and do the right thing.

Upholding our values

We have good reason to shout about our successes. Our recognition and awards reflect our unwavering commitment to excellence and exceptional service. We have many accolades to our name and have also adopted the Pension Transfer Gold Standard.

Our awards and accreditations

We are Top Rated on VouchedFor

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed by the Times. VouchedFor is the UK’s leading customer review site for financial advisers and planners.

The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback.

To learn more, please visit our blog post all about our inclusion by clicking here.

What being Top Rated means to us

Being VouchedFor Top Rated is a tremendous source of pride for all of us at Intelligent Pensions. Hear from Andrew Pennie, our managing director, about what our inclusion in the Top Rated Guide means to us.

Our advisers’ Top Rated status on VouchedFor is evidence of the high regard they’re held in by clients just like you. Below, you can read some of the kind comments we’ve been proud to receive.

 

Intelligent Pensions
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