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 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!

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 his follow up advice. I'd recommend Pension Planner to people like me approaching retirement, who've given little thought to pensions and financial planning. I'll happily go back to Andrew to seek financial advice in future.

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 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.

Pension investment advice. I reached out to The Pension Planner after checking their reviews and that they are FCA registered. I had pensions with two providers and with 6 working years left before retirement, I wanted the best advice on whether I should combine the two. I received advice and forward planning from Shane Keo and the team. This was in the form of several meetings and my options were clearly and simply explained. My pension pot has now been invested in a managed portfolio which will achieve the comfortable retirement I desire. The new portfolio offers way more flexibility when it comes to taking the pension, something I wasn't aware I didn't have with my existing products. I am very happy with the advice I received from The Pension Planner and would recommend them.