At The Pension Planner, we're a team of highly qualified Independent Financial Advisers, dedicated to helping individuals make the most of their pension and achieve the ideal lifestyle in retirement. Our experienced and dedicated team, led by our Directors, Andrew Hursthouse and Nicholas Pratt, has been providing expert advice and guidance to clients from all walks of life since 2012.
Our Services
We understand that planning for retirement can be a complex and daunting task. That's why we offer a range of services designed to help you make the most of your pension and achieve your ideal lifestyle. Whether you're planning for retirement, already retired, or somewhere in between, our expertise and guidance can help you navigate the complexities of pension planning.
We can help you with:
- Organising your retirement income
- Reviewing and adjusting your financial arrangements
- Creating a strategy for your retirement
- Analysing your existing pensions
- Helping you strike the perfect balance between enjoying the present while preparing for the future
Why Choose Us
At The Pension Planner, we pride ourselves on providing jargon-free, independent financial advice that's tailored to your individual needs and goals. Our commitment to providing exceptional service is reflected in our Trustpilot rating and reviews, all of which are genuine and reflect the real thoughts of real clients.
Our Team
We're a team of experienced Independent Financial Advisers, supported by a dedicated team of Administrators. Meet our team below:
- Andrew Hursthouse, Director and Independent Financial Adviser
- Nicholas Pratt, Director and Independent Financial Adviser
- Marvin Watson, Independent Financial Adviser
- Shane Kao, Independent Financial Adviser
- Sanjoy Sen, Independent Financial Adviser
- Lisa Ellaway, Independent Financial Adviser
- Dave Garforth, Independent Financial Adviser
- Holly Evans, Senior Administrator
- Chris Minter, Administrator/Trainee Financial Adviser
- Chris Welch, Administrator
- Sheryl Wood, Administrator
What Our Clients Say
We pride ourselves on our exceptional service and the positive feedback we've received from our clients. You can read more about our clients' experiences on our website.
Latest News
Stay up to date with the latest news and developments in the world of pensions and financial planning. Read our latest articles and blogs to stay informed.
Get in Touch
If you'd like to learn more about our services or would like to get in touch with us, please don't hesitate to contact us. You can find our contact information below.
Overview
The reviewers, all with 5-star ratings, have expressed their satisfaction and confidence in The Pension Planner team, praising their professional services, reliable advice, and excellent communication. They have appreciated the team's clarity in explaining financial matters, their responsiveness, and their ability to handle any concerns or issues promptly.
Advice and Guidance
The reviewers have praised the team's guidance, sharing their experiences of having difficult decisions clarified, receiving regular updates, and feeling at ease with the information provided. They have commended Nick Pratt, a key member of the team, for his expert advice, friendly demeanor, and ability to demystify complex financial matters.
Communication
The reviewers have emphasized the importance of clear and regular communication, describing the team's updates as regular, easy to understand, and prompt. They have appreciated the personalized approach, feeling that their questions and concerns are always addressed.
Professionalism
The reviewers have highlighted the team's professionalism, describing them as "extremely professional, " "friendly and helpful, " and "reliable." They have commended the team's ability to handle any issues promptly and efficiently, even during challenging times, such as the COVID-19 pandemic.
Recommendations
Many reviewers have recommended The Pension Planner team to friends and family, stating that they have already received positive feedback from those who have joined the team's services.
Personal Touch
Several reviewers have mentioned the personal touch they experienced when dealing with The Pension Planner team, describing them as "friendly, " "approachable, " and "helpful." They have appreciated the team's willingness to take the time to understand their individual needs and concerns.
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