Financial Advisers & Retirement Consultants
Financial matters can be confusing to a lot of people. We wanted to strip out the jargon and ensure that our clients are provided with the facts, in a clear and concise way, to enable them to make an informed choice about their financial future.
So with this in mind we created The Pension Planner. We are a firm of independent financial advisers that “does exactly what it says on the tin”. We help people plan for retirement.
This covers all stages of retirement planning. From helping you plan your savings for when you get there, to making sure your existing provision is working well, through to converting it to an income when you get there.
Our aim is strip out all of the jargon, and help make retiring as simple as possible.
Independent Financial Advisers.
When providing financial advice to our clients, we believe that being independent helps ensure we give the best advice to our clients from the whole of the market. Our head office is Parkhead House situated in the heart of Sheffield, however, we operate from several locations around the country ensuring we have high quality meeting facilities throughout the country. The Pension Planner was created to provide our clients with broad and completely unbiased advice, which is tailored to their personal wishes and requirements.
At The Pension Planner we always offer free telephone consultation with one of our independent financial advisers, and our initial research is at our expense. Following this initial conversation we also provide a face to face meeting at one of our offices, which again we do not charge for. This gives you a chance to discuss your concerns, ask any questions, and find out more about us. If further work is to be undertaken then we are fee based, making us completely impartial. All fees will be quoted for prior to commencing the required work.
What our Clients say
We are committed to providing excellent customer service. We believe that openness and flexibility are paramount in our contact with our clients. We actively seek, listen to and respond to our client’s feedback and comments.
We utilise the services of Trustpilot, a third party independent review site to collect our client reviews. All reviews, good, bad or otherwise are published, as we believe that genuine reviews from real customers are the best reflection of our service. Please have a look as we are proud of our feedback, and it helps provide you with a better indication of what we are like to work with.
“I first acquired an interest in financial services when I was at school and I completed a Financial Services Degree. After 4 years studying I started work for Aviva in pensions administration, and continued into financial adviser support.
The next step to become an Independent Financial Advisor (IFA) was to work within a financial report writing role. I did this within an Independent financial advice firm. It is here where I learnt about what was entailed in good advice, from there I moved into an advice role, and sett up as self-employed IFA in 2009. In addition to my degree I have my Diploma in Financial Planning, and am on my way towards achieving an Advanced Diploma.
I live with my wife Steph, and we have a wonderful son, Henry who was born in October 2013, so he keeps us entertained. I personally like to stay relatively fit and healthy.”
Nicholas Pratt, Dip Pfs
I have enjoyed a successful career within financial services, providing financial advice to clients for over 12 years. I find each day as rewarding and challenging as the next. My journey through the financial planning industry started with the CIS in 2002 as a “tied” advisor. I then got the opportunity to join a national independent financial advisory group to offer my clients fully bespoke independent financial advice.
I now provide financial advice to those who need it the most, the retiree market, ensuring my clients get the very best guidance. I got married to my wife Naomi in 2008 and am the proud father of two energetic youngsters, Nancy and William. As you can imagine my work really begins when I get home from the office!
I hold a private pilot’s license, and like to fly when I have the time. I also like to stay as fit as possible and compete as a triathlete, and completed my first Iron-man race 2015.