The Pension Planner

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

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
MR Nicholas Pratt Dip Pfs
MR Shane Kao Dip PFS
Lisa Ellaway
Independent Financial Adviser

What our clients say

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...
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...
Chris H
First class service. Lisa and her team did an excellent job with initial pensions search. Providing regular updates while waiting for companies to get back to them. Lisa then did a zoom meeting with...
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...

Legal information

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