RETIRING MADE SIMPLE

Highly qualified pension experts

We are Independent Financial Advisers, helping people at every stage of retirement to maximise the value of their pension and achieve their ideal lifestyle.

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HOW CAN WE HELP YOU?

“When can I afford to retire?”

We’ll use financial planning tools to create a strategy for your retirement. We’ll show you how to retire with the income you need, at a time that suits you

“Do I have enough to live the lifestyle I want?”

We believe everyone should be able to live their desired lifestyle in retirement. We’ll create a strategy that will show you how to use what you have to achieve what you want.

“How do I sort out my pensions?”

We’ll analyse your existing pensions, assessing whether they will provide the lifestyle you want. We’ll then recommend any actions or adjustments that will get you on the right track for success.

“How can I live comfortably today whilst planning for the future?”

We believe you should be able to achieve both. We’ll help you to strike the perfect balance; allowing you to enjoy the present whilst preparing for the future you want.

ARE YOU...

PLANNING FOR RETIREMENT?

Organising your retirement income can be a difficult and complex task. You’re probably looking for guidance; we can guide you every step of the way towards the lifestyle you want to live.

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ALREADY RETIRED?

Even if you took financial advice before you retired, you need an ongoing strategy. We will help you to review and adjust your financial arrangements to ensure you’re making the most of this exciting chapter of life.

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ADVICE YOU CAN TRUST

Our goal is to provide jargon-free, independent financial advice that makes retiring as simple as possible. Additionally, we’re committed to providing advice and service that you can trust.

Here are just some of the reasons you can rely on us to help you achieve your goals:

  • Independent
  • Highly rated
  • Retirement specialists
  • Regulated by the Financial Conduct Authority (FCA)

To find out more about how this will benefit you as a client, and help you to achieve your ideal retirement lifestyle, click the button below.

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MEET THE TEAM

Pick your team member

Our team consists of Independent Financial Advisers, supported by a team of dedicated Administrators.

Select a team member below to find out more about them.

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Andrew Hursthouse

Director & Independent Financial Adviser

Andrew specialises in retirement planning and founded The Pension Planner alongside Nick in 2012.

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Nicholas Pratt

Director & Independent Financial Adviser

One of the Pension Planner’s founders, Nick specialises in helping people make smart retirement decisions.

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Marvin Watson

Independent Financial Adviser

Marvin is passionate about helping clients from all walks of life to attain their desired retirement.

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Shane Kao

Independent Financial Adviser

Shane has 33 years’ experience in financial services and is dedicated to providing a truly bespoke service.

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Sanjoy Sen

Independent Financial Adviser

Sanjoy specialises in retirement planning and has worked in financial services for 10 years.

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Steve Torbet

Independent Financial Adviser

Steve provides financial advice to a wide range of clients; from individuals and families through to employers and business owners.

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Peter Broughton

Independent Financial Adviser

Peter’s career in financial services began in 1999. Today, he specialises in pension and investment advice.

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Steve Hodder

Manager

Steve has worked in financial services for over 20 years as an adviser, business owner and manager.

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Holly Evans

Senior Administrator

Holly has worked at The Pension Planner for two years as a fully-trained Administrator.

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Beth Walton

Administrator

As one of our Administrators, Beth is a friendly port of call for our clients.

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Elle Deacon

Apprentice Administrator

Elle is our Apprentice Administrator, working closely with our advisers to support the business.

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WHAT OUR CLIENTS SAY

Our dedication to providing exceptional financial advice is reflected in our Trustpilot rating and reviews; the real thoughts of real clients.

All reviews, good, bad or otherwise, are published, but we have maintained our 5-star rating throughout the years. We believe that genuine reviews from real people are the best reflection of our service.

Click the snippet above to read the full review. You will be taken to the Trustpilot website.

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CONTACT DETAILS

HEAD OFFICE

The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD

0800 0787 182

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