The Pension Planner

Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York 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

5287
£100k+
£100k+
£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
Lisa Ellaway
Independent Financial Adviser
MR Shane Kao Dip PFS
Adviser

What our clients say

g
Geoff
Despite many years in finance generally, I was more than confused as to the complexities of the reducing Lifetime Allowance, when combined with my imminent 75th birthday. Andrew Hursthouse has been...
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Rachel
Nick offered us an open approach to our pension and financial planning and we were happy to put our trust in him. He made recommendations based upon our client risk profiles and our family’s future...
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...
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Sally
After my employer had closed the final salary pension scheme, I was left with a decision of where to invest my funds for a defined contribution pension.having not needed to understand pensions before...
m
Martyn
I reached out to The Pension Planner after checking their reviews and that they are FCA registered. I had pensions with two providers and with 6 working years left before retirement, I wanted the...

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