We are Independent Financial Advisers, helping people at every stage of retirement to maximise the value of their pension and achieve their ideal lifestyle. 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.
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. 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.
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. 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.
Services
The Pension Planner was founded in 2012 by Financial Advisers, Nicholas Pratt and Andrew Hursthouse. Our goal is to provide jargon-free, independent financial advice that makes retiring as simple as possible. Our head office is Courtwood House in the heart of Sheffield, but we operate from multiple locations around the country.
Our team consists of Independent Financial Advisers, supported by a team of dedicated Administrators. Andrew specialises in retirement planning and founded The Pension Planner alongside Nick in 2012. One of the Pension Planner's founders, Nick specialises in helping people make smart retirement decisions.
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.
We want as many people as possible to benefit from financial advice, but only 1 in 10 adults in the UK have a financial adviser.* As a client of The Pension Planner, you will know the benefits of working with us. You will also know other people, including friends, relatives, and work colleagues who we can help.
We are a well-established Yorkshire-based firm of Independent Financial Advisers who help clients across the UK maximise their income and achieve their ideal lifestyle; at every stage of retirement. The Independent Financial Advisers who work with us share our core belief: that retirement planning should be simple.
Reviews (10)
Ann Burchell
Jan 03, 2021
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Phil & Sue Shakeshaft
Dec 22, 2020
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Positive: Responsiveness
During the unprecedented times The Pension Planner team, Nick Pratt, provided clarification and reliable advice of the options available to protect our long-term investments. These calls have further proven that we made the right decision in choosing an established and trustworthy financial advisor.
During the unprecedented times The Pension Planner team, Nick Pratt, provided clarification and reliable advice of the options available to protect our long-term investments. These calls have further proven that we made the right decision in choosing an established and trustworthy financial advisor.
Ray Potts
Nov 28, 2020
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Beverly Cross
Nov 15, 2020
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Brian Sturman
Sep 25, 2020
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I had no previous experience with financial advisors when I first approached The Pension Planner to plan my retirement.
I was glad I did as it altered my way of thinking about my financial future & security after finishing work.
That was some 5 years ago & I would not hesitate to recommend partnering with The Pension Planner.
I was glad I did as it altered my way of thinking about my financial future & security after finishing work.
That was some 5 years ago & I would not hesitate to recommend partnering with The Pension Planner.
Liza Smeeton
Aug 04, 2020
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Josephine Jewitt
Jul 09, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We have been clients of the Pension Planner Team for a few years now and have been very impressed with the services provided. Nick and Beth are extremely professional and friendly and have always given us excellent advice in a clear and informative way. We would highly recommend the services of the Pension Planner Team.
We have been clients of the Pension Planner Team for a few years now and have been very impressed with the services provided. Nick and Beth are extremely professional and friendly and have always given us excellent advice in a clear and informative way. We would highly recommend the services of the Pension Planner Team.
Janet Baldock
Jul 09, 2020
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Positive: Professionalism, Responsiveness
We have used the services of Pension Planner for about 5 years and have been extremely happy with the advice and service they have provided. Nick is very personable, friendly and professional and has always given us valuable advice and help. We would highly recommend the Pension Planner.
We have used the services of Pension Planner for about 5 years and have been extremely happy with the advice and service they have provided. Nick is very personable, friendly and professional and has always given us valuable advice and help. We would highly recommend the Pension Planner.
Joseph Mollins
Jun 14, 2020
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From our first meeting we became very friendly and very good mates. We were informed of every step that needed to be taken and a
good explanation of why. This was just what we needed to take the next step forward. We did have a family concern but one phone call resolved it. They give quality value and respond professionally, this was carried on despite Corvid 19.
We have recommended The Pension Planner to some friends who joined up with them, no complaints .
good explanation of why. This was just what we needed to take the next step forward. We did have a family concern but one phone call resolved it. They give quality value and respond professionally, this was carried on despite Corvid 19.
We have recommended The Pension Planner to some friends who joined up with them, no complaints .
Carol Morton
Jun 14, 2016
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Hi my husband was looking for a company to sort out his pension. He found pension planner and was impressed from the first meeting that he had with Nick . The team were very friendly and helpful keeping in touch with all that was going on. In just a few weeks all was sorted and he would like to thank Nick and the team for all their help and guidance. He would recommend this team to sort out your pension.
