The Pension Planner

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.