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Intelligent Pensions Ltd

5.0(185 reviews)See reviews ↓·Glasgow

About the company

Intelligent Pensions Ltd has provided financial advice for more than 25 years. Its services are restricted to consumers based in the UK, and it provides financial planning services. The firm employs Chartered Financial Planners Tom Bostock, Simon Wateridge and Sophie Tinney. Alison Tyne, Ben Sloggett, Robyn Caffell, Joe Sheridan, Ian Wilcock, Karen Lauder, Claire Wright and Stephen Ooi are Financial Planners. Andrew Pennie is the Managing Director, Douglas Kearney is the Investment and Finance Director, and Steve Patterson is the Client Services Director.

Karen Traquair is the Investment Manager, Jackie MacDougall is the Company Accountant, Claire Bradley is the Finance Manager, and Donald Matheson is the IT and Systems Manager. Shelly Smith is the Paraplanning Manager, Gordon Surfleet is a Paraplanner, and Tayla Irvine is a Trainee Paraplanner. Alyn Rodger is the Client Support Manager, and Lisa Douglas, Debbie Grice, Jenna Mcinnes, Caitlin Mullin and Lewis Ross are Client Support.

What customers say

Based on genuine customer reviews

Intelligent Pensions Ltd holds a 5.0 rating from 185 reviews. Long-standing clients, some with the firm for 15-25 years, repeatedly praise named advisers such as Alison Tyne and Simon for patient, clear explanations of pension options during regular review meetings, and for a friendly, approachable manner. Reviewers also value a considered, low-pressure process in which their personal circumstances and questions are listened to and addressed in plain language.

Reviews

Reviews are taken from publicly available sources.

CB
Chris Bennett22 July 2026

I had an annual review the other with Joe Sheridan of Intelligent Pensions. First rate, a pleasant chap, doesn't get offended by my sense of humour, flexible enough to not bother wasting time on charts that are irrelevant but very quick and helpful with relevant ones. So I commend him and the company warmly

LW
Lawrence Wray1 July 2026

My Advisor/Consultant is probably the best person of his kind I have come across. Professional, prepared,honest and good humoured..he doesn't have to be a hard salesperson..his background and that of IP is highly reputable..and what's more their investment and management strategy has worked extremely well for me .I would highly recommend Simon and Intelligent Pensions

PF
paul fackerell23 June 2026

I find Alison to be a very knowledgeable adviser who puts you at ease by explaining and answering any questions in a very comfortable and patient manner. My wife and I feel very comfortable and confident when discussing pensions and spending along with our needs for the future!

IA
Ian Arnold18 June 2026

Rising 20years of dependable good advice with Intelligent Pensions. When you're securing a hard earned pension and optimising the benefits, they are an excellent company.

PJ
Paul Jordan11 June 2026

I see my annual meeting with Ben Sloggett of Intelligent Pensions, as an opportunity to thank them for the work they undertake on my behalf. A friendly face and well considered discussions on my personal circumstances is very reassuring and to date has been very rewarding.

SS
Simon Saul10 June 2026

Hello I have found Alison Tyne Of Intellegent Pensions to be a very good FINANCIAL ADVISOR she certainly knows the market and taken care of my finances for the last 5 years I trust her judgement compleatley

NP
NICK PARTIS9 June 2026

I've been with Intelligent Pensions for over 15 years and have always found their service and communication as first rate. Alison Tyne my advisor is very approachable and professional which really helps when making sound financial decisions.

Financial advisers in Glasgow compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Glasgow are compared.

RankProviderRatingReviewsOpen Sat.
1Intelligent Pensions Ltd (this page)★ 5,0185No
2DM Pension & Investment Solutions Ltd★ 5,049No
3KPW Investments★ 5,050No
4Martin Campbell Financial Management★ 5,044No
5The McKnight Financial Group★ 5,056No
Contact
+448000778807www.intelligentpensions.comCadell House, 27 Waterloo St, Glasgow G2 6BZ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed