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The Pension Planner
The Pension Planner
Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Worksop helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
We can advise you on
Clients
helped
5669
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Andrew Hursthouse DipPFS
Director
MR Nicholas Pratt Dip Pfs
Director
What our clients say
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Keith Ashmore
Wonderfull Company Sorry in advance for the lengthy review,( so much to say ) I am due to retire next July and got to thinking that i had better begin to gather some information about my private pension and what's on offer on the market as regards annuities. I Knew very little about pensions and all the jargon that is used,and in today's world financial situation i wouldn't know where to start. So i started looking at reviews of local IFA's and the reviews were good on the whole , but one stood out from the rest with the most positive reviews of all was The Pension Planner .My wife and i made an appointment to see Andrew Hursthouse at our home one evening to discuss our finances and in particular pensions. Andrew arrived and we got to work,he listened to all our needs and concerns ,then guided us through all the stages that would have to be gone through ,he also spoke of various options we would be able to choose from,if we didn't understand he put it into terms that we did understand which was brilliant. It took a few week for all the information to be collated from my Pension Provider but we had regular calls from a lovely lady her name is Holly Evans in the office to let us know what had come and what was due to come which we appreciated . Andrew came back to see us having received all the information he required,He had done a full assessment of all our pensions and guided through how to maximise my pension to suit our needs in our retirement. He is very knowledgable and trustworthy,and conducted everything in a professional manner and explaining all in a language we could understand and very patient . As a result of using The Pension Planner we now have plans in place for our future retirement knowing in our opinion the best advice,and would definitely advise anyone needing assistance with any financial matter to use The Pension Planner. Andrew Hursthouse is a real professional working for a professional Company Thank you very much indeed....Mr & Mrs KT Ashmore
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Beverley
A friendly, comprehensive and efficient service I first contacted Andrew when I was looking for a pensions expert as I was due to retire in about 3 months and wanted to know my options. I have had several meetings with Andrew who has clearly explained the different types of pension plan and how the service works. He always sent documents he had promised and did a lot of research to identify ethical investment options for me. I now have clear written pension plan and investment summaries and it's been a great weight off my mind to have someone with Andrew's expertise keeping an eye on my investments.
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David
Calm - No Rush - Understandable advice...... My pension plans were non existent and needed expert guidance which is why I came across Nick Pratt at The Pension Planner. To be honest I had been completely confused in the past, mainly with jargon and mumbo jumbo which I could not understand. Nick made everything crystal clear and easy to understand at my own pace, it was reassuring to deal with Nick and definitely no pressure just good steady advice.I am kept fully up to date with performance and know exactly where I am in my pension plan.Any calls or requests are dealt with efficiently. First year performance exceeded all expectations and I have no hesitation in recommending Nick to anyone seriously wanted to make the most of their retirement planning.
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Tim
Andrew has a very professional approach delivering an excellent service with no pressure...... Your in safe hands with the pension planner! I have known Andrew for a number of years now. He has continually helped me by implementing a solid plan to help meet my income requirements when I retire. Andrew is genuine in his approach and extremely thorough with his recommendations, I have never felt under absolutely no pressure with his advice and recommendations, he is always available to take ongoing questions, speak too and nothing is never too much trouble, I would definitely recommend his services!
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