The Pension Planner

Independent Financial Adviser  Unit 5, Preston, The Pavilions, PR2 2YB
FCA authorised
Last authorised 26th October 2020
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Preston, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
We can advise you on
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Socially responsible investments
Lump sum
Regular savings
Capital gains tax
Estate planning
Income tax
Employee benefits
Group Pension/Stakeholder
Meet our advisers
Marvin Watson
Pensions and Investment Consultant
Shane Kao
Nicholas Pratt, Dip Pfs Dip Pfs
Retirement Adviser & Senior Financial Planner
About us

We’re a team of Independent Financial Advisers who provide jargon-free advice, making retiring as simple as possible.

We believe retiring successfully isn’t just about your pension, investments, and savings that you have accumulated. It’s about how you want your money to enable the lifestyle you want.

We focus on getting to know you. This means we will understand what your concerns and goals are, so we address your concerns and achieve your goals.

We are here for people at every stage of retirement:

People retiring soon:

It’s never too soon to begin thinking about what retirement lifestyle you want to live. Our advice will guide you to identifying what lifestyle you want to live and how you get there.

People retiring now:

If you’re retiring now, there’s plenty to think about. It can be daunting, but our specialists will organise your retirement income and get you to where you want to be.

People who have already retired:

Having an ongoing strategy is still important even if you took financial advice prior to retirement. By reviewing and adjusting your financial arrangement, it will ensure you’re making the most of your retirement, and achieving your ideal lifestyle.

Our services

We’re proudly different from other financial advisers.

We’re highly rated:

We have a five-star rating on Trustpilot, with almost 250 clients rating our service as excellent.

We’re independent:

We search and recommend the best options for you, based solely on your goals.

We’re retirement specialists:

Our advisors have over a decade of experience helping people like you successfully retire.

We provide advice your way:

We provide advice at your convenience, whether face-to-face, video or telephone call.

We work throughout the UK:

We have the capacity to become your trusted partner, no matter your location.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face
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