The Pension Planner

Independent Financial Adviser Acklam Green Centre, Stainsby Road, Acklam, Middlesbrough, TS5 4JS
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
9th December 2019
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
Meet our advisers
Nicholas Pratt Dip PFS
Retirement Adviser & Senior Financial Planner
Andrew Hursthouse
Director
Marvin Watson DipPFS
Adviser
Scott Mullen
Adviser
Shane Kao DipPFS
Adviser
Where to find us

Acklam Green Centre, Stainsby Road, Acklam, Middlesbrough, TS5 4JS

Make an enquiry
About us

We truly value our clients and take pride in the work we do. We ensure delivery of the promises we make, and have a strong emphasis on client service. It is these fundamental qualities, along with our expertise, knowledge and experience that sets us apart from the others. We build long lasting and trusted relationships with our clients and provide financial advice in Middlesbrough and surrounding areas. Our careful attention to detail along with a friendly, plain English approach, ensures our clients value us as much as we do them.
The Pension Planner is truly independent therefore we can utilise companies throughout the whole financial market. This enables us to offer personalised solutions, in our informative yet friendly, relaxed manner.
We ensure our charges are transparent, clients are made aware of these in writing at the very beginning. We will never charge for our time if we cannot help or you do not wish to proceed with our advice.
We are proud to hold a 5 star rating on Trustpilot, so please take a look at what our existing clients have to say about us.

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Our services

We help many clients each year plan their retirement strategies in the Middlesbrough area. Whether they are coming up to retirement and requiring an income, or a number of years away and looking to put plans in place to retire in the comfort they desire.
When you contact The Pension Planner, one of our highly qualified advisers, or trained specialists will answer your enquiry. Our approach ensures that you are offered advice that is expertly tailored to meet your exact requirements.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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