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.

Excellent advice for a significant financial decision I contacted the Pension Planner and was delighted to work with Lisa on looking at options for converting my pension pot (not particularly large by some standards) into income. She was extremely approachable, spent a lot of time really listening to me and took careful account of my assets, my needs and my risk profile in coming up with recommendations. Lisa was both friendly and professional. She was happy to meet in person or on Zoom which I liked. She answered all my questions promptly and I'm confident that she used both her experience and diligent current research to come up with the best options for me. Professional financial advice such as this may seem expensive but it's worth every penny in my view.

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.