Alison's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 88 )

Retirement income (annuities, drawdown) ( 58 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 13 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 31 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 20 )

£200k - £500k ( 20 )

£100k - £200k ( 5 )

£50k - 100k ( 2 )

Up to £50k ( 5 )

Review

by a verified client in London

5 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I am not very knowledgeable what to do about my pension and was advised to use Intelligent Pensions and that’s is why I needed an adviser.

How has Alison Tyne helped you?

It is always a pleasure to meet with Alison for her help and advice which is very helpful.

Have you seen the outcome you were hoping for?

Alison always explains how my pension is invested and so far the outcome is very positive.

What could they have done better?

I cannot see how it could be done differently.

Alison:

Thank you, Mary, for taking the time to share your thoughts about working with me. It is reassuring to know that you have felt supported from the outset, particularly when navigating an area like pensions that can often feel complex or uncertain. Your comments about being signposted to Intelligent Pensions and then finding clarity through our meetings highlight just how valuable good financial advice can be when making long-term decisions. It is wonderful to hear that you find your conversations with me both pleasant and helpful, and that my explanations about how your pension is invested have given you confidence in the progress being made. Feeling informed and comfortable with your financial planning is a key part of making decisions that support your future goals, and your experience reflects exactly what thoughtful, personalised advice aims to achieve. Thank you again for your kind review and for your trust in the guidance provided. I also enjoy our meetings immensely and finding out all your plans.
Review

by a verified client in Outside UK

19 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement planning and pension fund management

How has Alison Tyne helped you?

Alison has consistently gone above and beyond in every area. Her attention to detail and professional capability is matched pound for pound by being a genuine, authentic and caring person. Her advice is robust, considered, built around a strong strategic foundation and is alway delivered in an understanding and caring way. She remains flexible and client-centric at all times and goes to great lengths to understand a clients lifestyle as well as their future plans. The very best I could have dreamed of!!

Have you seen the outcome you were hoping for?

Absolutely. Her recommendations have seen significant positive change over the years with performance well ahead of market norms

What could they have done better?

Absolutely nothing. I'm a demanding customer, not easy to please , but Alison has consistently delivered. I truly can't recommend her highly enough.

Alison:

Thank you, Chris, for taking the time to share such a thoughtful and generous review. I truly appreciate your kind words, especially knowing how busy you are. It means a great deal to know that, even as someone who describes himself as a demanding client, you have felt consistently supported and well looked after. Though I can assure you I would not class you as one of my demanding clients. I’m pleased that our work together on your retirement planning and pension fund management has given you clarity and confidence over the years. Your comments about my approach, particularly around attention to detail, strategic planning and understanding your lifestyle and long-term ambitions, are deeply valued. Building advice around the whole person, not just the numbers, is always my aim, so I’m glad this has resonated with you. It’s also encouraging to hear that the outcomes have aligned with your expectations and that the recommendations have contributed to meaningful and positive progress. Supporting clients in making informed, well-structured financial decisions is at the heart of good advice, and I’m delighted this has been your experience. Thank you again for your trust and continued partnership.
Review

by a verified client in Essex

21 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Recommended through our provider

How has Alison Tyne helped you?

pension advice

Have you seen the outcome you were hoping for?

At the present time.

Alison:

Dear Graham, Thank you so much for taking the time to write such a kind review, it is really appreciated. I am glad you are on track for your retirement and it is always a pleasure to discuss your future plans with you and Anita.
Review

by a verified client in Hertfordshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I have had an advisor for many years on the advice of our Financial Advisor who set the pension up for me in the first place.

How has Alison Tyne helped you?

She is always very good at explaining everything in language I can understand. I feel that nothing is too much trouble for her and she is always very friendly, but still professional at the same time.

Have you seen the outcome you were hoping for?

Given the amount I have in my pension and the fact that I was not in a position to pay in to it during the latter years of my working life, then yes.

What could they have done better?

Nothing.

Alison:

Thank you, Rob, for your kind words. I’m so pleased you find my explanations clear and easy to understand, as ensuring clients feel confident in their financial decisions is really important to me. It’s lovely to know that you feel supported and that our meetings strike the right balance between friendly and professional. I truly value the trust you’ve placed in me over the years and I’m delighted that the advice we’ve discussed has helped you feel comfortable with your pension plans. You fee is a fixed percentage of the value of your pension and is broken down in full detail on your annual report. Kind regards Alison
Review

by a verified client in Norfolk

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted an expert to manage my pension to ensure I maximise my financial position upon retirement. I do. It have the knowledge or expertise to manage this myself.

How has Alison Tyne helped you?

Alison is amazing. I trust her with my pension to ensure I get the best return. I have seen exceptional growth even after costs from using Alison, way over and above the rates I ever had before through company managed pension schemes. Moving my pension to her was the best decision I ever made financially. Every year she takes me through a full review and report on my investments and outlook for retirement. We realign any priorities I have and changes in circumstances. She is available anytime for a call if I need her.

Have you seen the outcome you were hoping for?

Outcome has been beyond my expectations so far

What could they have done better?

Nothing she is brilliant

Alison:

Thank you, Marie, for taking the time to share such a thoughtful and kind review. I’m so pleased to hear how happy you are with the progress of your pension and the growth you’ve experienced since we started working together. It’s always rewarding to see the outcomes exceeding expectations and to know that you feel confident about your financial future. I really value our annual reviews where we can catch up with all your news, reflect on performance, reassess priorities, and ensure your plan continues to evolve with your circumstances. Having an ongoing, open relationship is key to making sure your retirement strategy remains aligned with your goals. Thank you again for your trust and for allowing me to play a part in your journey towards financial security. Warm regards, Alison