The Pension Planner

Initial consultation free
Independent financial adviser
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Merseyside 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

5269
£100k+
£100k+
£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
Lisa Ellaway
Independent Financial Adviser
MR Shane Kao Dip PFS
Adviser

What our clients say

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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...
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Adrian
Excellent all round service Following redundancy and an opportunity to take my company pension earlier than expected, I faced a major change to my financial position. Independent financial advice...
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Nigel Goode
Supportive financial advice designed to meet your objectives Throughout my dealings with the Pension Planner I have found the team to be proactive and rigorous in their approach to understanding and...
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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...

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