The Pension Planner

Independent Financial Adviser  Regus, Tyne and Wear, Newcastle Upon Tyne, NE1 3DY
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FCA authorised
Last authorised 7th June 2021
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Newcastle upon Tyne, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Nicholas Pratt DipPFS
Director
MR Marvin Watson
Adviser
MR Andrew Hursthouse BA(Hons)Financial Services
Director
MR Shane Kao DipPFS
Adviser
About us

We’re a team of Independent Financial Advisers who provide jargon-free advice, making retiring as simple as possible.

We believe retiring successfully isn’t just about your pension, investments, and savings that you have accumulated. It’s about how you want your money to enable the lifestyle you want.

We focus on getting to know you. This means we will understand what your concerns and goals are, so we address your concerns and achieve your goals.

We are here for people at every stage of retirement:

People retiring soon:

It’s never too soon to begin thinking about what retirement lifestyle you want to live. Our advice will guide you to identifying what lifestyle you want to live and how you get there.

People retiring now:

If you’re retiring now, there’s plenty to think about. It can be daunting, but our specialists will organise your retirement income and get you to where you want to be.

People who have already retired:

Having an ongoing strategy is still important even if you took financial advice prior to retirement. By reviewing and adjusting your financial arrangement, it will ensure you’re making the most of your retirement, and achieving your ideal lifestyle.

Our services

We’re proudly different from other financial advisers.

We’re highly rated:

We have a five-star rating on Trustpilot, with almost 250 clients rating our service as excellent.

We’re independent:

We search and recommend the best options for you, based solely on your goals.

We’re retirement specialists:

Our advisors have over a decade of experience helping people like you successfully retire.

We provide advice your way:

We provide advice at your convenience, whether face-to-face, video or telephone call.

We work throughout the UK:

We have the capacity to become your trusted partner, no matter your location.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
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This adviser is currently out of office and not available for contact

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