The Pension Planner

Independent Financial Adviser Harrogate Business Centre, Hammerain House, Hookstone Avenue, North Yorkshire, Harrogate, HG2 8ER
First meeting at adviser's own cost
Response rating
10 /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
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group protection
Meet our advisers
Andrew Hursthouse
Director
Nicholas Pratt Dip Pfs
Senior Financial Planner & Retirement Adviser
Marvin Watson
Adviser
What our clients say
Excellent, Honest Advice and No Charge 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 Harrop, Trust Pilot Review
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.
Tania, Trust Pilot Review
Happy to recommend The Pension Planner Marvin handled my pension review, that turned out to be quite complex. Due to me being a bit of a journeyman in my earlier working years, I had bits of pensions from various employers lurking waiting to be reunited with me. I also consolidated my various areas of savings to be part of the review for my future. There were times when progress seemed slow, although the updates from the company kept me informed. Delays being from my providers not being as timely as they could be at providing information for Marvin to use. Hew was then able to meet with me and guide me through various options and possible benefit and penalty points. The result is that I am glad to have found and used The Pension Planner company in Sheffield, and just nee time to enable my retirement plans bare fruit. As someone over 50 I should have done this years ago. To those under 50 reading this, I would say get planning with good guidance.
Martin, Trust Pilot Review
Nick and the team at The Pension Planner have provided a superb service in transferring my pension from my previous large corporate employer. It's a huge decision and the professionalism, knowledge and efficiency with which they handled this major decision was first class. Once the transaction was complete - it's time to demonstrate their real skill in managing the portfolio in a somewhat turbulent market. So far, so very good - it's been a bumpy road for the last 6 months and no doubt with Brexit and Mr Trump, things are unlikely to calm down in the near future. For me, it's in these times that The Pension Planner and their partners need to prove their worth. I am impressed with the quality, depth and timelines of the portfolio performance update information that they provide. We have also had the first sit down review of performance and in-depth look at the exciting prospect of taking a a graduated income as I reduce my working hours a little and spend more of my time doing the things in life that I love the most. Thanks Nick and team for all you have done so far, I look forward to working with you towards enabling my future plans to come to fruition.
Andy, Trust Pilot Review
Where to find us

Harrogate Business Centre, Hammerain House, Hookstone Avenue, North Yorkshire, Harrogate, HG2 8ER

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 Harrogate 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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Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security