
The Pension Planner
Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Leicester 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
helped
5669
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
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 Nicholas Pratt Dip Pfs
Director
MR Andrew Hursthouse DipPFS
Director
What our clients say
t
Tania
Great financial advise on pensions
We were not satisfied with our previous FA, who was good at selling products but not so good on providing updates or answering our queries when we were unsure whether to stay with a product.
Since moving to the Pension Planner, Andrew has provided us with so much guidance and answered our questions, he truly understands our different attitudes to risk and works hard to meet our needs. We have learned so much more in the short time we have been with the Pension Planner than all our years with previous financial advisers.
Would definitely recommend them to everyone who is looking for advice on their pension situation.
ka
Keith Ainsworth
Nick at Pension Planner was recommended by a close friend and Nick did not disappoint....specifically looking at my pension options utilising some legacy pensions that I've had for many years, consolidating them into a contemporary portfolio after some in-depth risk assessment, with careful consideration of comparing performances retrospectively with what I had and what could have been.....the results just a few months in are already positive. For your pension requirements I would not hesitate in contacting the team at Pension Planner.
ph
Paul Harrop
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.
rp
Ray Potts
I started my Pension Planner process just prior to Christmas last year and because there is not that much urgency, the process has been very smooth and very methodical. Andrew is always very helpful and understanding in, what can be , difficult for someone like me who has a limited knowledge of the various options in a very important financial undertaking. Beth, Andrew and Steve are always very responsive to any queries and are always "on the ball". I would have no problem about recommending The Pension Planner team to anyone who needs clear and concise advice about the various options to maximise their financial benefits.
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