The Pension Planner

Independent Financial Adviser Regus, Regus House, 4 Admiral Way, Doxford International Business Park, Tyne and Wear, Sunderland, SR3 3XW
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
19th August 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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Critical illness
    • Healthcare
    • Life insurance
    • Employee benefits
    • Group protection
Meet our advisers
Marvin Watson
Adviser
Andrew Hursthouse
Director
Nicholas Pratt
Director
What our clients say
I contacted The Pension Planner to help sort out my private pension to enable me to retire rather than wait another 5 years to receive state pension. I was extremely satisfied with the service I received from Andrew and Holly. Andrew's clear explanations and patience helped me to understand my options, which I had previously found to be a 'minefield' of confusion. Holly kept me up to date with the progress both by email and telephone and I found her to be helpful and professional. Thanks to Andrew and Holly, I am now enjoying retirement and would have no hesitation in recommending The Pension Planner to others.
Lorraine, Trust Pilot Review
As my age is creeping up I thought it about time I got to grips with planning my retirement and i needed to understand all the information that has come my way over the years. As expected, the information and advice was given in a very clear manner and I felt as if I, at last, understood the decisions I were about to make. Since becoming a client the service has been top class and I would recommend the pension planner without hesitation.
Judith, Trust Pilot Review
I would recommend The Pension Planner for people like me who have several pensions that they need to bring together as one. From day one they have always been helpful and quick to respond when I needed help or advice. I now have just one pension with a major provider which makes it so much easier for me to follow.
Chris, Trust Pilot Review
I contacted The Pension Planner because I had two pension pots which I thought may be able to perform better if I consolidated them into one. Andrew Hursthouse and his excellent team thoroughly investigated both pensions including challenging one of the pension providers resulting in a 33% increase in the value of that pension. Ultimately, having taken my risk profile into account, Andrew advised that the best course of action was for me to put the two pensions into payment myself (with his telephone assistance if required) and that The Pension Planner would make no charge for the services provided to date. In view of the service I received, the regular progress updates and approach-ability of The Pension Planner, I have no hesitation in recommending them to anyone.
Paul, Trust Pilot Review
Where to find us

Regus, Regus House, 4 Admiral Way, Doxford International Business Park, Tyne and Wear, Sunderland, SR3 3XW

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. 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.

Our services

We help many clients each year plan their retirement strategies in the Sunderland 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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

The Pension Planner Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England 08084588
The Pension Planner Ltd is registered at Courtwood House, Silver Street Head, Sheffield, S1 2DD.
Any other addresses are used for meeting facilities only and the company is not registered at any other address. Postal and administrative facilities are only at our registered address.

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