Intelligent Pensions Ltd.
Sophie Tinney DipPFS is an experienced financial professional currently serving as a Financial Planner and Paraplanner at Intelligent Pensions Ltd. since April 2022. Previously, Sophie held positions as a Junior Paraplanner at Milne Craig CA and a Client Manager at Murphy Wealth, showcasing a strong background in financial planning and client management. Earlier experience includes roles as an Investment Assistant at Save & Invest Financial Planning Ltd. and an Accounts Assistant at Campbell Stewart MacLennan & Co. Additionally, Sophie worked as a Customer Service Officer at RBS and in customer service roles at Nike, emphasizing strong interpersonal skills and customer engagement. Educational qualifications include a degree in Finance, Investment & Risk from Glasgow Caledonian University and ongoing studies for an Advanced Diploma in Financial Planning from the Chartered Insurance Institute.
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Intelligent Pensions Ltd.
Intelligent Pensions provides a specialist pension and retirement advisory service for DC pension schemes, financial advisers and clients. We provide comprehensive advice in all areas of retirement planning; from pre-retirement through to the most effective means for clients to take their pension benefits during retirement. We have established ourselves as the UK's leading service provider in this growing market and recently won Retirement Adviser of the Year at the 2013 Professional Adviser Awards and two of the prestigious Money Marketing awards for 'Best Annuity/Drawdown Specialist' & 'Best Retirement Solutions Adviser'. Intelligent Pensions operates throughout the UK and has a number of highly qualified and experienced retirement analysts across the UK who, in conjunction with our Head Office team, are able to provide an effective and professional local service to our clients and adviser partners.