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 have Top Rated advisers

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, 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 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.

Shortlisted thanks to the trust our clients place in us

We’re delighted to have been shortlisted in three categories at the 2026 VouchedFor Client Experience Awards; Client Trust, Client Impact and Client Champion.

We’re incredibly grateful to everyone who has taken the time to leave a review and share their experience.

Being shortlisted reflects our commitment to giving you clear, personal financial planning and the confidence to make informed decisions about your future.

Intelligent Pensions
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