Making important decisions about your lifestyle and financial future should not be taken lightly. Choosing a trustworthy adviser is of utmost importance.
For this reason, we have pulled together some of the many reasons why we believe you should choose us to become your trusted Independent Financial Adviser.
Many companies only offer restricted advice, based purely on their affiliation with certain products and providers. As Independent Financial Advisers, we offer bespoke advice. We search and recommend the best options for you, based solely on your personal goals.
We’re highly rated
We’re extremely proud of the work we do for our clients; our commitment to each individual and their personal goals is apparent in the feedback we receive. We have a five-star rating on Trust Pilot, with close to 200 clients rating our service as excellent.
We’re retirement specialists
Our advisers work exclusively with people who are planning for retirement or already retired. Whilst The Pension Planner was founded in 2012, all of our advisers have over a decade of experience in financial advisory roles; so you know that you’re working with experts.
We provide advice your way
Because our clients often lead busy lives, we ensure that financial planning can fit as smoothly as possible into their schedules. We, therefore, believe in offering advice your way; whether that’s a face-to-face meeting at a mutually convenient time and location, a video call or a telephone call.
In an age where financial scams pose a real threat to people’s livelihoods, you should always look out for any financial advisers who do not appear on the Financial Conduct Authority’s (FCA) register. You can find our entry here, under reference number 669563.
We work across the country
We have advisers based across the UK. Our multiple locations and five-strong team of advisers, as well as our willingness to work with you via video or telephone call, means that we have the capacity to become your trusted partner, no matter your location.