The Pension Planner

Initial consultation free
Independent financial adviser
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield 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

5270
£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 Nicholas Pratt Dip Pfs
Director
MR Andrew Hursthouse DipPFS
Director
Lisa Ellaway
Independent Financial Adviser
MR Shane Kao Dip PFS
Adviser

What our clients say

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Dianna
Pre-retirement pensions advice I've never consulted a Financial Adviser before so this was a very new experience. I found Andrew Hursthouse very easy to talk to, very knowledgeable and helpful with...
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Stanley E
First Class Organisation. This highly reputable company is a credit in their field. Lisa Ellaway was my financial advisor, and what an outstanding individual she is. She guided me seamlessly through...
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Rachel
Excellent and appropriate advice 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...
ms
Manju Sharma
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...

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