The Pension Planner reviews

The Pension Planner reviews

Excellent
9.7
from 0 - 10
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Review by confirmed purchaser

Exceptional Highly Recommended

The depth and breadth of knowledge shown by Nicholas in advising us on the best way to secure our finances has been exceptional. He not only advised us on opportunities to have a secure return on investment but understood the sensitive circumstances in which we found ourselves. I feel comfortable in the knowledge that even after 1 year of investment his advice has rung true and we can see a substantial growth in the investment he recommended for us. I feel very comfortable in recommending Nicholas as a highly credible and reliable advisor who takes the time to empathise and understand the nuances of each individual's circumstance, wants and needs.
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Review by confirmed purchaser

Clear explanation, Nothing too much trouble

I have known and Nick for some years and one of the key things that stands out is that he had a real desire to do the best for me and my family. He has always been open about all the benefits and potential pitfalls of the options and takes the time to explain things clearly in terms I understand. You can see he has a passion for what he does that that he wants to do it well. He has also been very supportive when I needed to sort a trust fund out for my god daughter due to the loss of her dad at an early age. I appreciate that financial advisors have to make money but I really feel that Nick has my best interests at heart and I would consider him an ally not just a FA. Nick is really hard working, friendly and nothing is too much trouble.
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Review by confirmed purchaser

Top team produces top results, which equals top payments

Dealing with pensions to get the results you need is a minefield, what if this or that goes wrong, it will effect the rest of your life. I short listed three pension companies and looked into what other people had to say about them giving them marks to cover all the boxes, The Pension Planner covered everything I required with top marks but I was still not 100% sure, so I rang my Union, Unite and spoke to one of their financial advisers and they convinced me that everything sounded good.
Convinced, I rang Nicholas Pratt to proceed and I would say he has been fantastic, 10 out of 10. I will use The Pension Planner again and look forward to meeting Nick, face to face to discuss other financial matters
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Review by confirmed purchaser

I thank my lucky star!

and the person that reccomended The Pension Planner to me. Having a fairly modest pension pot, I thought I would get peanuts when I bought an annuity. Well, well, what a great result Nick Pratt got for me, I'm so pleased with this company that I now ask family and friends if they have got a pension, and to use this person if they need it "sorting out", no matter where you live. Relatives of mine in another part of the country, with bigger pots than I had, took the advice and used The Pension Planner, and also got much better than expected returns. There was just so much we did'nt know about Pensions, luckily for us, they did.
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Review by confirmed purchaser

Sorted out my pension problems to my satisfaction.

Using a recommded pension planner was the best thing that I could have done. He explained all of the appropriate options along with projected "pension pots" that I could expect to receive. I used his advice and trust it will help me in my retirement.
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Review by confirmed purchaser

A great surprise!

What a great surprise getting the funds from the pension and with the fantastic help of Nick Pratt from the pensionplanner. All done in a timely and professional manner and explained well. I'm confident we have got the maximum benefits.

Thanks again
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Review by confirmed purchaser

A signpost directing us out of the confusing place of pension city,we now know were on the right road.

We felt as if we were talking to a friend, he explained things to us in normal every day language and we never felt pressured or rushed into making any decisions, I will gladly recommend them, helped us make sense of our pensions which helps us plan our lives.
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Review by confirmed purchaser

Very good service

The representative was excellent and gave all the relevant information to access what was the best option for my pension.
I would thoroughly recommend this service and Andrew was a great help in deciding what was the correct way forward to get the best benefit when I retire.
ONce again thank you for the service.
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Review by confirmed purchaser

really great service and very easy to understand advice given

this company is very efficient and i would recommend them any of my friends because they will be able to advice and help with all suitable investments to suit particular needs
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Review by confirmed purchaser

simple to understand

Nick Pratt from The Pension Planner kept everything simple and easy to understand and excellent advice .Nick also got me a great deal with another provider ,more cash and a pension for my wife, happy days.
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Review by confirmed purchaser

Excellant service pension planner, trustworthy and efficient.

Regular contact. and excellent communication. Nick the pension planner rep was very helpful and worked well in solving problematic issues. He offered an efficient and prompt service and I would recommend this service to others.
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Review by confirmed purchaser

Like a good, reliable soldier - always present and correct.

Following mediocre experiences with a number of Financial Advice houses I came across Obsidian. As a result due to previous disappointments I felt quite nervous and reserved judgement for a while.
I need not have worried however, as my personal adviser Andrew Hursthouse soon dispelled my doubts and reservations. I have come to trust his sense of duty and obligation to his clients.
I now feel at all times that what is being suggested is sensible and well considered and that I am never being pressurised to get involved in some dubious venture.
Also, what is very important to me is that I am never made to feel embarrassed at my own financial ignorance as has been the case in the past.
And I can always rest assured that whatever my queries or concerns Andrew is the friendly, patient and reliable help that I need at the end of an email or phone.
I know that I am in good hands thanks to Obsidian and Andrew
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Review by confirmed purchaser

Friendly, Clear and Effective Specialist Advice

I needed and IFA to give me advice about what to do with my quite complicated collection of employer's pension schemes. I was concerned about low annuity rates and whether the accumulated pension pot would be sufficient if, as I plan, I drop down to work less hours. I had a look on unbiased.com and in the mass of IFA's, 'The Pension Planner' caught my eye as specialists in pensions and retirement and also, they were local. We looked at the website and rang to make an initial appointment. From that first phone call, Nick and his colleague Andy could not have been more helpful. They have provided clear advice and worked hard to sort out my pension position. At all times, they have been friendly but professional and I would recommend them.
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Review by confirmed purchaser

fab service

the service I received was 1st class I was kept informed at all times & everything was done at my pace & everything was fully explained so I knew what was going on im happy to recommend you to any one
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Review by confirmed purchaser

Recommed Anytime

Having used Nick for advice on Financial matters for a few years, I had no hesitation in contacting him for advice on my pension planning. From the beginning to the end , the advice was always clear & to the point. He was always available to answer any questions. A complete service & quick to act on any decisions made.
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Review by confirmed purchaser

No hesitation in recommending

Having changed jobs a few times in my career, like most people I had a few pensions with different providers. With help from the pension planner team they are now consolidated with a single provider, giving me a better overall rate, together with a managed solution. From start to completion, I cannot fault the service I received. They took on board all my requirements and nothing was too much trouble. These guys genuinely care about their clients, communication and attention to detail second to none.
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Review by confirmed purchaser

Fully focussed on my requirements

Nicholas and Andrew were courteous and attentive throughout, giving the feeling that I was their No 1 client at all times. Nothing was too much trouble for them and all queries were dealt with promptly and efficiently. Most importantly the quality and clarity of the advice provided was excellent. They went out of their way to tailor things to my requirements rather than deliver a one size fits all package.
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Review by confirmed purchaser

Reassurance from the first call...

I have been most impressed to say the least from the word go with how my initial enquiry was dealt with, the various options i was provided with and how i have been guided from start to finish. I am most grateful to the pension planner and Nicholas in particular, he has the patience of a saint and i am most pleased with my experience. I would not hesitate in the recommendation of their services and i have already passed on their details to a dear friend of mine. Thank you ever so much for guiding through the maze that is annuity planning.
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Review by confirmed purchaser

A decade of good advice

Nic and his company are always available with any queries or concerns I may have and have been throughout the ten years I have been dealing with them. Nic is my personal advisor and has guided me through the difficult financial times to enable me to be in a strong position for my retirement and beyond. I wouldn't Hesitate to recommend them to anyone.
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Review by confirmed purchaser

Very grateful - highly recommended

Shop Around!

A big thank you to Nicholas & Andrew for all their advice and assistance in this matter -it was made clear from the start that I would be able to obtain much more pension income by allowing their company to shop around and compare the open market - seamless from the word go and also fast to act upon our requirements, many thanks for the extra help and income

The Pension Planner

The Pension Planner Story

The Pension Planner was established in 2012 by Andrew Hursthouse and Nicholas Pratt in order to provide professional pension advice specialising in the post retirement market.

Between them, Andrew and Nicholas have over twenty years experience as Independent Financial Advisors and are regulated by the Financial Conduct Authority.

We genuinely care about our clients, take pride in our work and always deliver on our promises.

It’s these simple but all important qualities together with our knowledge and expertise which helps differentiate us from the rest and ensures we build lasting and trusted relationships with our clients.

Visit The Pension Planner

Contact information

Call us on: 0800 078 7182
We live here: Provincial House
S1 4BA Sheffield
United Kingdom

Category

The Pension Planner is ranked 4 out of 9 in the category

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