Stamp Duty reforms welcomed
Stamp Duty Changes CML – The Council of Mortgage Lenders were delighted with the Chancellors recent Statement regarding the transformation
READ MORERETIRING MADE SIMPLE
Highly qualified pension experts
We are Independent Financial Advisers working across Birmingham, helping people at every stage of retirement to maximise the value of their pension and achieve their ideal lifestyle.
Learn moreHOW CAN WE HELP YOU?
“When can I afford to retire?”
Weâll use financial planning tools to create a strategy for your retirement. Weâll 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. Weâll 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?”
Weâll analyse your existing pensions, assessing whether they will provide the lifestyle you want. Weâll 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. Weâll 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. Youâre probably looking for guidance; we can guide you every step of the way towards the lifestyle you want to live.
Learn moreALREADY 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 youâre making the most of this exciting chapter of life.
Learn moreADVICE YOU CAN TRUST
Our goal is to provide jargon-free, independent financial advice that makes retiring as simple as possible. Additionally, weâre 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.
Learn moreMEET 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.
Learn moreAndrew Hursthouse
Director & Independent Financial Adviser
Andrew specialises in retirement planning and founded The Pension Planner alongside Nick in 2012.
Learn moreNicholas Pratt
Director & Independent Financial Adviser
One of the Pension Plannerâs founders, Nick specialises in helping people make smart retirement decisions.
Learn moreShane Kao
Independent Financial Adviser
Shane has 33 yearsâ experience in financial services and is dedicated to providing a truly bespoke service.
Learn moreCraig Holland
Independent Financial Adviser
Craig brings nearly 20 years of experience in providing client-focused, face-to-face regulated advice on mortgages and financial planning.
Learn moreDave Garforth
Independent Financial Adviser
Dave has been a financial adviser for 25 years. His philosophy is to make financial planning all about the client and their circumstances.
Learn moreShane Elgie
Trainee Paraplanner
Shane is currently training to become a Paraplanner. He is excited to take on this new challenge.
Learn moreHolly Evans
Independent Financial Adviser
Holly has worked with us since 2016, and now helps clients achieve their retirement objectives.
Learn moreSheryl Wood
Administrator
Sheryl provides high-quality administrative support to the business and our pension planners.
Learn moreMia Stubbings
Administrator
Mia has recently joined The Pension Planner as an administrator and is embarking on her career within financial services.
Learn moreWHAT 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.
OUR LATEST NEWS
Pensioner Bonds
New Pensioner Bonds First announced in the March 2014 Budget Speech, these new âpensioner bondsâ have recently been launched. The returns
READ MOREDo Annuities still have a role
The future of Annuities What job are annuities going to play in pension planning when retirement freedoms start from 6
READ MOREGET IN TOUCH
CONTACT DETAILS
HEAD OFFICE
The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD
Production