Transforming Spaces, Enhancing Lives
Our Story
At The Pension Planner, we are a team of highly qualified pension experts dedicated to helping people at every stage of retirement to maximise the value of their pension and achieve their ideal lifestyle. As Independent Financial Advisers, we understand that retiring can be a complex and daunting task, which is why we are committed to providing jargon-free, independent financial advice that makes retiring as simple as possible.
Our Services
We offer a range of services designed to help you achieve your retirement goals. Whether you're planning for retirement or already retired, our team of experts will work closely with you to create a bespoke strategy that meets your unique needs and aspirations. Our services include:
- Retirement planning: We'll help you create a strategy that will show you how to retire with the income you need, at a time that suits you.
- Pension analysis: We'll analyse your existing pensions, assessing whether they will provide the lifestyle you want.
- Ongoing advice: We'll help you review and adjust your financial arrangements to ensure you're making the most of this exciting chapter of life.
Meet the Team
Our team consists of experienced Independent Financial Advisers, supported by a team of dedicated Administrators. Our team members are passionate about helping clients from all walks of life to attain their desired retirement. You can learn more about our team members and their expertise by visiting our Meet the Team page.
What Our Clients Say
We're proud of our 5-star Trustpilot rating, which reflects our dedication to providing exceptional financial advice. Our clients have kindly shared their experiences with us, and we're delighted to share their reviews with you.
Latest News
Stay up-to-date with the latest news and insights from The Pension Planner. Our blog features articles on a range of topics related to retirement planning, pensions, and personal finance.
Exceptional Service and Expertise
The Pension Planner team has received widespread acclaim for their exceptional service, professionalism, and expertise in providing reliable financial advice.
Professionalism and Responsiveness
Reviewers have consistently praised the team's professionalism, responsiveness, and ability to provide clear and informative advice. Many have appreciated the regular updates, prompt responses to questions, and the team's willingness to address concerns and resolve issues promptly.
Personalized Approach
Several reviewers have highlighted the personalized approach taken by the team, with many forming strong relationships with their advisors. The team's friendly, approachable, and professional demeanor has helped to build trust and confidence with their clients.
Expert Guidance
The team's expertise in providing guidance and planning for retirement and investments has been highly praised. Reviewers have appreciated the clarity and simplicity with which complex financial information is presented, making it easy for them to make informed decisions.
