We use cashflow planning
A large part of our holistic advice offering is the way we combine cashflow planning with a retirement strategy. We use it to plan and evolve your journey, not as a one-off solution.
It gives you a clear vision by projecting your income, expenses, savings, investments, and other financial factors over time. Cashflow planning cannot guarantee future performance but using our professional assumptions and reviewing and updating your model regularly, it will enable you to make more informed decisions about your goals and priorities.
We provide independent advice
You’ve probably seen the word “independent” used to describe financial advice, but you may not know what it actually means for you.
Being independent means that we are not tied to any product provider or investment house, and we have the freedom to provide unbiased advice based on your circumstances. The recommendations we make will be the ones that are most suitable for your unique financial goals.
We’ve built a strong reputation
We have been doing this for more than 25 years, so we certainly know a thing or two about providing exceptional financial advice. Many members of our team have also stuck by us for all these years, and they will continue to be there for our clients for a long time.
We’ve been in your shoes, navigating our own financial challenges, so we know how you’re feeling and the relief that speaking to a financial planner brings. In fact, in a recent survey, 94% of clients said they would recommend us to other people.
You’ll have an entire team by your side
Behind the scenes, we have been making a conscious effort to ensure that our team can be easily contacted and is on hand to answer your questions.
You don’t just have your financial planner as a point of contact. We also want you to experience the wonderful service provided by our client support team, who will be there whenever you need them. These small details demonstrate how we go the extra mile.
We gave Intelligent Pensions a tall order; the dream was always to retire at 55, and with their help, we've been able to do that.
I can go to bed at night and not worry about where my money is or what's going to happen to it.
I have now been retired for just over a year, and I have no financial worries whatsoever.
The three words I would use to describe Intelligent Pensions would be open, listening, and reliable.
Working with Robyn and Intelligent Pensions is absolutely a pleasure; it’s very easy and straightforward.
The three words I'd use to describe Ben and Intelligent Pensions are friendly, communicative and accurate.
of our clients would recommend us to other people.
agree that we’ve clearly explained how their pensions and investments work.
say they are confident their adviser understands what’s important to them.