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
About us
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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.
Meet the team
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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.
Why choose us
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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.
Introduction Incentive Programme
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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.
Join us
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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.
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