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 extremely helpful in suggesting the best way forward and in 'holding my hand' through the process. I am very much impressed and would not hesitate to recommend The Pension Planner. Thank you!

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 I really was not in a position to understand what would be best for me. I was recommended Nick Pratt at The Pension Planner. He sat down and listened to my needs and within days he came back to me with information as to where to invest my funds inline with the degree of risk I was prepared to take. He explained everything in a way which was easy for me to understand. Overall I would definitely recommend The Pension Planner to anyone needing this type of advice. They provide a very knowledgeable, polite, and efficient service.

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 needs. He was friendly, spoke knowledgeably (without blinding us with jargon) and always responded to any queries promptly and efficiently. I can’t recommend “The Pension Planner” highly enough!

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 options made recommendations for me going forward. Before the call I was totally expecting the worse case scenario but really was pleasantly surprised. I felt much more hopeful for the future. Lisa put me at total ease. Thank you soo much Lisa , you are the best! I will be 100% recommending you to anyone who needs advice.