Intelligent Pensions
Intelligent Pensions is a financial planning firm that has been providing financial advice to clients across the UK for over 25 years. They focus on building relationships with clients and guiding them through their financial journeys.
- Pension advice
- Wealth management
- Financial planning
- Retirement planning
Locations
Competitors
David McDonald Financial Services is a firm of financial planners based in Bath St, Glasgow, with over 50 years of experience in the financial sector.
The IFA Centre is an independent, Chartered financial planning firm based in Paisley, Scotland.
Murphy Wealth is an independent financial planning firm established over 46 years ago, based in Glasgow but serving clients throughout the UK.
Company Details
Intelligent Pensions is operated by Intelligent Pensions Limited and is a Active company incorporated on 26 October 1987 with the registered office located in Glasgow, City of Glasgow. Intelligent Pensions Limited was registered 38 years ago.
Status
Active
Size
Small
Directors
6
Age
38 years old
Employees
32
Turnover
£3.25M
Total Assets
£1.21M
Cash in Bank
£774.21K
Total Liabilities
-£374.35K
Teams
30
21
12
7
6
1
Non Executive Chairman • Joined Mar 2012
Executive Assistant • Joined Jan 1997
Compliance Manager • Joined Jul 2021
Development Director
Managing Director • Joined Jan 2021
Investment Director
Technical Director • Joined May 2001
Technical Director
Client Support Manager • Joined May 2023
Pension Services Manager • Joined Feb 2014
Non Executive Chairman • Joined Mar 2012
Compliance Manager • Joined Jul 2021
Development Director
Managing Director • Joined Jan 2021
Investment Director
Technical Director • Joined May 2001
Technical Director
Client Support Manager • Joined May 2023
Pension Services Manager • Joined Feb 2014
New Business Manager
Administrator
Administrator • Joined Mar 2017
Administrator • Joined Oct 2017
Client Support Administrator • Joined Feb 2024
Senior Client Support • Joined Jan 2024
Client Support • Joined Sep 2024
Investment Director
Analyst • Joined Nov 2007
Retirement Analyst • Joined Oct 2010
Compliance And Technical Assistant • Joined Jun 2019
Chartered Financial Planner / Retirement Adviser • Joined Jan 2022
Financial Planner • Joined Dec 2023
Financial Planner • Joined Aug 2016
Financial Planner • Joined Apr 2024
Financial Advisor • Joined Oct 2021
Financial Planner • Joined May 2013
Executive Assistant • Joined Jan 1997
Administrator
Administrator • Joined Mar 2017
Administrator • Joined Oct 2017
Client Support Administrator • Joined Feb 2024
Client Support Administrator • Joined Apr 2016
Head Of Compliance & Administration
View 30 members