Robyn Caffell

Robyn Caffell

Intelligent Pensions Ltd

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Exeter
View location

Top Rated 2025
Verified since: October, 2023

4.9 out of 5

64 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

    Robyn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robyn's status

  • 25

    Recent Client Reviews

    Verified reviews: 96%

    Robyn has received 25 client reviews in the past 12 months; 96% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Robyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Robyn has provided information on their typical fees

    Robyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

    Robyn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Robyn's status

  • 25

    Recent Client Reviews

    Verified reviews: 96%

    Robyn has received 25 client reviews in the past 12 months; 96% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Robyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Robyn has provided information on their typical fees

    Robyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I have worked in financial services since September 2000 in a variety of roles, ranging from customer service and complaint handling to sales. Since 2011, I have primarily worked for employee benefits and advisory firms. My skill set includes regulated pension and retirement advice, technical support on automatic enrolment, project management and delivering workplace presentations. I currently specialise in working with clients planning for their retirement. I have many hobbies outside of work, including yoga, pilates, swimming and scuba diving. I like to keep active and you will find me on my exercise bike most mornings before work! I also enjoy drawing, painting, reading and watching films. At Intelligent Pensions, we recognise that you have a choice when you look for a retirement planning partner. Since 1998, we have been providing comprehensive advice in all areas of retirement planning, maximising the retirement funds, savings and other investments of our clients. We specialise in retirement planning, offering a tailored cashflow plan for every client. This helps them to engage with, visualise and understand their retirement planning strategy and wider financial planning needs. We employ talented specialists to deliver a bespoke client experience. Our numerous awards reflect the high standards we work toward. Get in touch today to see how we can help you on 0800 077 8807.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

Intelligent Pensions are authorised and regulated by the Financial Conduct Authority (FCA). Registered number 186250. Intelligent Pensions Limited is registered in Scotland No.107284. Cadell House, 27 Waterloo Street, Glasgow, G2 6BZ.