Reviewed for
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 9 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed my various pensions and funds to be looked after in one place
How has Tom Bostock helped you?
Tom has continued on from earlier Intelligent Pensions advisers in providing clear and comprehensive advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Tom:
Many thanks for taking the time leave a review Peter, I really appreciate it. I am delighted to see that you are pleased with the service we provide and how we look after your pension funds. I have enjoyed getting to know you and Sally and look forward to our future discussions and meetings. Best wishes.Review
by a verified client in Isle of Wight
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited a fund from my father who had used Intelligent Pensions for many years. The transfer was swift and very efficient
How has Tom Bostock helped you?
Tom meets me regularly so that we can review my plans and consider how to make best use of my funds. He is always quick to respond to any requests and takes times to explain things.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing. Very happy with the service
Tom:
Hi Jo, many thanks for taking the time to leave a review, I really appreciate it. It has been great getting to know you and I look forward to our future discusisons, helping you transition into retirement and of course hearing about all your upcoming travels!Review
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having professional advice to a long term investment is key to me.
How has Tom Bostock helped you?
Tom was able to explain without to much jargon. He has laid out a plan that suits my lifestyle.
Have you seen the outcome you were hoping for?
Yes progress has been made even though this uncertain times.
What could they have done better?
Nothing. I have been very pleased with the way I have been treated.
Tom:
Many thanks for leaving a review David. I really apprecaie it. I am pleased to see that you are happy with the service we provide and how we look after your pension funds. It has been great getting to know you and hearing about your recent and upcoiming adventures on your bike! Best wishesReview
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need of personal pension advice and planning.
How has Tom Bostock helped you?
Regular check ins Individual pension advice and reassurance Future planning specific to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m not sure there are any improvements that can be made to this already excellent service.
Tom:
Hi Pauline. Many thanks for the taking the time to leave a review. I am delighted to see that you have been pleased with our proposals for the management of your funds and our discussions to date. It has been great getting to know you and I hope to be able to help guide you towards and into retirement over the coming years. Best of luck with the job search. Best wishes.Review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial expertise to help me navigate through the complexities of managing a private pension.
How has Tom Bostock helped you?
Tom is excellent at explaining financial issues without the layer of finance City jargon.
Have you seen the outcome you were hoping for?
Tom has helped me to think through various financial issues connected with the pension and general financial management.
Tom:
Hi Lynn. Many thanks for taking the time leave a review, I really appreciate it. I am delighted to see that you are pleased with the service we provide and how we look after your pension funds. I have enjoyed getting to know you and look forward to ou future meetings. Best wishes.