Intelligent Pensions Ltd - Glasgow

Address: Cadell House, 27 Waterloo St, Glasgow G2 6BZ, United Kingdom.
Phone: 8000778807.
Website: intelligentpensions.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 112 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Intelligent Pensions Ltd

Intelligent Pensions Ltd Cadell House, 27 Waterloo St, Glasgow G2 6BZ, United Kingdom

⏰ Open Hours of Intelligent Pensions Ltd

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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Intelligent Pensions Ltd: A Comprehensive Overview

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For individuals and businesses seeking expert guidance in pension planning, Intelligent Pensions Ltd stands as a trusted and highly-regarded financial advisory firm. Located in the heart of Glasgow at Cadell House, 27 Waterloo St, Glasgow G2 6BZ, United Kingdom, Intelligent Pensions Ltd offers a comprehensive suite of services designed to help clients achieve their long-term financial goals. With a dedicated team of financial planners, the company prides itself on providing personalized and strategic advice tailored to each client’s unique circumstances and objectives.

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About Intelligent Pensions Ltd

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Intelligent Pensions Ltd has established itself as a prominent player in the UK pension landscape. They specialize in assisting clients with a wide range of pension-related matters, including retirement planning, investment management, and pension transfers. The firm’s commitment to client satisfaction and its robust understanding of regulatory requirements have earned it a strong reputation within the industry. Their core philosophy centers around building long-term relationships based on trust, transparency, and a genuine desire to help clients secure their financial future. They operate with a client-centric approach, prioritizing clear communication and ensuring clients fully understand their options and the implications of each decision.

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Key Features and Services

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  • Personalized Financial Planning: Intelligent Pensions Ltd provides bespoke financial planning services, meticulously crafted to meet individual needs.
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  • Retirement Planning: A core focus is assisting clients with strategic retirement planning, encompassing income projections, investment strategies, and tax optimization.
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  • Pension Transfers: The firm offers expert guidance on pension transfers, ensuring clients make informed decisions about their retirement savings.
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  • Investment Management: Intelligent Pensions Ltd can advise on investment portfolios designed to align with risk tolerance and long-term objectives.
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  • Online Appointments: Clients can easily schedule and participate in online appointments, enhancing convenience and accessibility.
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  • On-Site Services: For those who prefer face-to-face consultations, Intelligent Pensions Ltd provides comprehensive on-site services.
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Location and Accessibility

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The company’s Glasgow office is conveniently located at Cadell House, 27 Waterloo St, Glasgow G2 6BZ, United Kingdom. Recognizing the importance of accessibility, Intelligent Pensions Ltd has implemented several features to ensure a comfortable and inclusive experience for all clients. These include:

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  • Wheelchair-Accessible Entrance: The building boasts a wheelchair-accessible entrance, facilitating easy access for individuals with mobility limitations.
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  • Wheelchair-Accessible Toilet: A dedicated wheelchair-accessible toilet is available on-site.
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  • Toilet Facilities: Standard toilet facilities are readily available.
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  • Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment is strongly recommended to ensure dedicated attention and a thorough consultation.
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Client Feedback and Reputation

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Intelligent Pensions Ltd consistently receives positive feedback from its clients. As of today, the company has garnered 112 reviews on Google My Business, with an impressive average rating of 4.9 out of 5. These reviews consistently highlight the firm’s expertise, professionalism, and commitment to client success. Clients frequently commend the team’s ability to simplify complex financial concepts and provide clear, actionable advice. The overwhelmingly positive sentiment underscores Intelligent Pensions Ltd’s dedication to delivering exceptional service. intelligentpensions.com offers a detailed overview of the firm’s services and client testimonials.

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Contact Information

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For inquiries or to schedule an appointment, please contact Intelligent Pensions Ltd at:

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Intelligent Pensions Ltd is committed to empowering individuals and businesses to make confident decisions about their pension future. Their dedication to quality advice and client satisfaction makes them a leading choice in the financial planning sector.

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👍 Reviews of Intelligent Pensions Ltd

Intelligent Pensions Ltd - Glasgow
Bosun T.
5/5

I had a couple of pension plans and was advised by my FA to combine them and he suggested Intelligent pensions.
I did some research and had a meeting with Alex from IP. Everything was explained very clearly so I decided to combine my pensions and set up a monthly sum.
It was the best thing I could have done. Consistently good returns on investment year after year. Even during COVID, when I expected to be told there was a drop in my pension fund. This was not the case, even managing a profit during that time.
I have now retired and thanks to Intelligent pensions I have a comfortable lifestyle, managing to travel to sunnier places during the winter and have a healthy monthly income.
If you are looking for a company to look after your pension, I would not hesitate to recommend Intelligent Pensions Ltd

Intelligent Pensions Ltd - Glasgow
Cath C.
5/5

IP Ltd has been investing my pension for many years and always explain clearly how the investments are doing which results in (where the market allows) a good growth each year. The company's. Investment manager hold a wide range of investments and i am happy to let them manage these to my risk level. IP offers a friendly service with a consistent fund manager year on year who gets to know your personal situation and advise accordingly.

Intelligent Pensions Ltd - Glasgow
Ewen M.
5/5

Intelligent Pensions, and more specifically for Stephen Ooi, provided an excellent service during our recent meeting. He answered clearly the questions which I asked. He was very personable and took the time to explain my pension pot and what might affect it looking forward.

Intelligent Pensions Ltd - Glasgow
kenny D.
5/5

I have been with Intelligent pensions for a few years now and my pension has performed well. I had my annual review for the second time with Stephen Ooi last month. Very happy with the service you guys are providing me with. Stephen has been so good to me, always patient and willing to help me work my thoughts out and show me different options for my pension pot and future plans as retirement gets nearer. Thank you all for your hard work 👌

Intelligent Pensions Ltd - Glasgow
John N.
5/5

Today we had our (my wife's pension) annual review with Robyn Caffell. As with every meeting we have ever had with Robyn she was extremely professional, informative and patient. Robyn has a lovely way of talking through the various slides that enables us to have a complete understanding of the investment. Robyn is a brilliant ambassador for your business and we are grateful for her wise counsel.

Many thanks

John and Ros Norsworthy

Intelligent Pensions Ltd - Glasgow
Steve D.
5/5

I have only been working with Simon for a couple of years. I am already appreciating Simon's advice and helpful explanations for my pension planning. He's interested in me as well as my investments which seems to be a perfect combination.

Intelligent Pensions Ltd - Glasgow
Stanley H.
5/5

Alison Tyne has made us relax about our retirement income and we have been able to plan for the future.
She is interested in us and presents information in an easy-to-understand manner, including multiple scenarios.
We really feel like we are working together.

Intelligent Pensions Ltd - Glasgow
Andy C.
5/5

The yearly Intelligent Pension review proves very helpful to see how my pension is performing and any adjustments I need to make. When combined with the performance summary document I receive it makes it fairly straight forward to understand.

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