The Pension Planner

Independent Financial Adviser  Springhead Road, Northfleet, Kent, DA11 8HN
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FCA authorised
Last authorised 26th October 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Employee benefits
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Group Protection/Life Insurance
Meet our advisers
Marvin Watson BA(Hons)Financial Services
Adviser
Shane Kao Dip PFS
Adviser
Nicholas Pratt, DipPFS
Director
Andrew Hursthouse DipPFS
Director
Steve Torbet
Adviser
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 and provide financial advice throughout the country. 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. To add even better value for our clients we have developed The Pension Planner online. This allows us to deliver the same high-quality advice and solutions via computer and telephone communications which saves time and therefore enables us to pass the saving back to you. Those that use this service can expect the very best service and outcomes but at a 25% reduction in our usual price <url hidden> 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. <url hidden>

Our services

We help many clients each year plan their retirement strategies through our discounted Pension Planner online proposition. 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. This at distance advice saves us time and therefore money and we pass these savings straight back to you.
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. The same advice but at a reduced price.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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