The Pension Planner
Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Derby 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
5320helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£100k+mortgage value
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
ms
Manju Sharma
Lisa was a true pleasure to deal with.
Lisa was a true pleasure to deal with. She had the patience and knowledge to talk me through everything that she had analysed and then gave clear and consise...
ch
Chris H
First class service
Lisa and her team did an excellent job with initial pensions search.
Providing regular updates while waiting for companies to get back to them.
Lisa then did a zoom meeting with...
se
Stanley E
First Class Organisation.
This highly reputable company is a credit in their field. Lisa Ellaway was my financial advisor, and what an outstanding individual she is. She guided me seamlessly through...
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