
The Pension Planner
Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Manchester 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
helped
5668
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
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 Nicholas Pratt Dip Pfs
Director
MR Andrew Hursthouse DipPFS
Director
What our clients say
ka
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
mm
Mrs Maureen Moore
Highly Recommended
We have had the pleasure of working with Nicholas as our professional adviser since he took over the management of a complicated investment portfolio back in 2008, at this point in time we had very little faith in the financial services sector and our previous financial adviser caused there to be an element of mistrust initially with the whole advice process and management. I am pleased to say that through Nicholas`s hard work and determination he has fully restored our confidence in employing a financial adviser, always being at hand and regularly updating us on the performance of our investment portfolio we could not ask for anything more from Nicholas and The Pension Planner, we have a greater understanding of how our monies are being looked after and have seen impressive growth on our investments year on year without fail. We have placed all of our trust in our adviser and he hasn't let us down once during the last 8 years and we very much look forward to our regular client reviews which are a great opportunity to ensure our financial planning and longer term objectives are on track, not to mention a good catch up about our families over a coffee and biscuit! We look forward to many more years of working with Nicholas and his firm and couldn't recommend their professional services highly enough.
b
Beverly
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.
ps
Phil & Sue
Pension Planner - Nick Pratt - Highly recommend
Having turned 60 this year and faced with all recent changes and new information available on pensions, we were in need of professional advice to maximise our options. Our search led us to "The Pension Planner" and specifically Nick Pratt. During our first meeting with Nick he reviewed our needs and soon gave us the confidence he had the knowledge and market place expertise to enable us to make an informed decision on our retirement investments. Nick and the Pension Planner team followed up with regular updates on their progress and as a result we now have a plan in place for the future. From our experience we highly recommend Nick Pratt as a trusted advisor.
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