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?”
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.
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 you’re 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, 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.
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 Planner’s founders, Nick specialises in helping people make smart retirement decisions.
Learn moreMarvin Watson
Independent Financial Adviser
Marvin is passionate about helping clients from all walks of life to attain their desired retirement.
Learn moreShane Kao
Independent Financial Adviser
Shane has 33 years’ experience in financial services and is dedicated to providing a truly bespoke service.
Learn moreSanjoy Sen
Independent Financial Adviser
Sanjoy specialises in retirement planning and has worked in financial services for 10 years.
Learn moreLisa Ellaway
Independent Financial Adviser
Lisa loves helping her clients to feel confident about their financial future.
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 moreHolly Evans
Senior Administrator
Holly has worked at The Pension Planner for two years as a fully-trained Administrator.
Learn moreChris Minter
Administrator/Trainee Financial Adviser
Chris provides administrative support for the business and helps the company provide great service to their clients.
Learn moreChris Welch
Administrator
Chris works as one of our Administrators within the company, providing high-quality administration support to our team of pension planners.
Learn moreSheryl Wood
Administrator
Sheryl provides high-quality administrative support to the business and our pension planners.
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 ‘pensioner bonds’ 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