What our clients say
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.
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.
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.
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.
Where to find us
Regus, St. Georges House, 6 St. Georges Way, Leicestershire, Leicester, LE1 1QZ
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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.
We help many clients each year plan their retirement strategies in the Leicester 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.