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The Pension Planner
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
5669
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£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
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 options made recommendations for me going forward. Before the call I was totally expecting the worse case scenario but really was pleasantly surprised. I felt much more hopeful for the future. Lisa put me at total ease. Thank you soo much Lisa , you are the best! I will be 100% recommending you to anyone who needs advice.
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 the process, from start to finish. Communication was excellent and I was kept up to date continuously, and was stress free for me. I can highly recommend The Pension Planner, and this is in no small part because of Lisa. If I am ever in the situation of needing financial advice again, I will definitely be using Lisa's services again. Thank you so much.
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 myself to go through options. Looking forward to working with Lisa. First class professional service, highly recommend!!
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