
The Pension Planner
Initial consultation free
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Milton Keyenes 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
Clients
helped
helped
5668
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£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
What our clients say
r
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 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!
d
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 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.
m
Maureen
Highly Recommended We have had the pleasure of working with Nicholas as our professional adviser since he took over the management of a complicated investment portfolio back in 2008, at this point in time we had very little faith in the financial services sector and our previous financial adviser caused there to be an element of mistrust initially with the whole advice process and management. I am pleased to say that through Nicholas`s hard work and determination he has fully restored our confidence in employing a financial adviser, always being at hand and regularly updating us on the performance of our investment portfolio we could not ask for anything more from Nicholas and The Pension Planner, we have a greater understanding of how our monies are being looked after and have seen impressive growth on our investments year on year without fail. We have placed all of our trust in our adviser and he hasn't let us down once during the last 8 years and we very m
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 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.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.