The Pension Planner Avis 

Shane Kao and Chris Minter were extremely helpful as well as professional. I was totally confused as to where to start but have been supported throughout via video meetings and emails. Would thoroughly recommend.

Lisa Ellaway struck the perfect balance between being helpful and informative whilst not being pushy. We were open-minded about what direction to go in, and she provided us with the necessary data and professional judgement to be able to make decisions about the future.

Shane's approach was gentle and professional, not at all salesy, which made it very easy to deal with him. I'm very happy with the support he and Chris have offered. They respond very quickly to my queries and have handled everything admirably. Highly recommended.

The Pension Planner were recommended by a friend and I have also found Amy and the team very friendly, attentive, patient and clear in their explanations of my situation, my options and their advice.

Lisa was absolutely great very knowledgeable and totally understood my needs. I left everything to her and she called when she was supposed to, sent me regular updates on my case and chased the money down, my pension holder dragged their heels. Very happy with the service

I was impressed with the service and advise given, which enabled me to make informed decisions. From the start I was kept informed and given regular updates on how things were moving forward, which in turn allowed me to make plans for the future.

The only reason for 4 star review rather than 5 star is my dislike of using the zoom / teams platform for meetings. I would much rather be able physically sit down with a person when discussing important information.

Lisa gave me the confidence to deal with The Pension Planner. I chose them based on online reviews. Lisa described a plan of action based on my circumstances. Enacted the plan. And dealt with my questions during the process. Would I recommend? - yes.

Really can't speak highly enough of this firm and it's Staff. Lisa Jade was brilliant throughout. Pensions are a minefiled for the layman but she went through everything clealy and in plain English. No question too stupid and very patient. Very easy process

Lisa has provided an excellent service, she gave me plenty of time to explain about the policies I had and no pressure to purchase a different product. A lot of effort was put into evaluating my needs and ensuring I understood my options.

I contacted the Pension Planner and was delighted to work with Lisa on looking at options for converting my pension pot (not particularly large by some standards) into income. She was extremely approachable, spent a lot of time really listening to me and took careful account of my assets, my needs and my risk profile in coming up with recommendations. Lisa was both friendly and professional. She was happy to meet in person or on Zoom which I liked. She answered all my questions promptly and I'm confident that she used both her experience and diligent current research to come up with the best options for me.
Professional financial advice such as this may seem expensive but it's worth every penny in my view.

I reached out to The Pension Planner after checking their reviews and that they are FCA registered. I had pensions with two providers and with 6 working years left before retirement, I wanted the best advice on whether I should combine the two. I received advice and forward planning from Shane Keo and the team. This was in the form of several meetings and my options were clearly and simply explained. My pension pot has now been invested in a managed portfolio which will achieve the comfortable retirement I desire. The new portfolio offers way more flexibility when it comes to taking the pension, something I wasn't aware I didn't have with my existing products. I am very happy with the advice I received from The Pension Planner and would recommend them.

Amy was so helpful. She talked me through the complexities of pensions and help me set a pension up which was right for me

Shane Kao and his team did a great job sorting out our pensions. Shane was very knowledgeable and very helpful and always contactable. We would not hesitate in recommending their services.

Very quick response, Lisa listened to what we wanted, explained everything clearly and done everything we asked for.
would highly recommend.

I approached The Pension Planner in an exceedingly negative state of mind. One of my pension providers was unresponsive, uninterested and inept, and with a Guaranteed Minimum Pension element involved was asking me to go out to the market to obtain quotes which no-one would give me. As I needed an independent financial advisor I initially contacted several local companies who either never replied or were unwilling to take on my queries. I was somewhat concerned about using an IFA at the other end of the country, but when I contacted The Pension Planner I was blown away by their prompt response to my enquiry, it was just a matter of minutes before their admin acknowledged my email. Once I had explained my circumstances I was put in touch with Shane Kao, for which I am wholeheartedly grateful: he is personable, professional and extremely knowledgeable.

Shane patiently talked me through my pensions, savings and assets and I can honestly say that without his expert help I would have screwed up and taken the wrong decision regarding my pension options. Both he and Chris Minter have been proactive in following up with all parties involved and have kept me in the loop.

I hardly ever recommend any product or service save when it is exceptional. In the case of The Pension Planner my experience with Shane and Chris has been 100% positive.

Lisa was a true pleasure to deal with. She had the patience and knowledge to talk me through everything that she had analysed and then gave clear and consise options made recommendations for me going forward.

Before the call I was totally expecting the worse case scenario but really was pleasantly surprised. I felt much more hopeful for the future. Lisa put me at total ease.

Thank you soo much Lisa , you are the best! I will be 100% recommending you to anyone who needs advice.

Lisa Jade Ellaway a FA with The Pension Planner. Thank you!
Why? She took the time to help, when many other companies had not even bothered to reply. Helping put the plans in place for a pension that was not the ordinary run of the mill.
Hard to find someone who will go the extra mile nowadays.

Personal approach and good understanding of what was achievable. Total pleasure to deal with and understanding of both my wife and my knowledge.

This highly reputable company is a credit in their field. Lisa Ellaway was my financial advisor, and what an outstanding individual she is. She guided me seamlessly through the process, from start to finish. Communication was excellent and I was kept up to date continuously, and was stress free for me. I can highly recommend The Pension Planner, and this is in no small part because of Lisa. If I am ever in the situation of needing financial advice again, I will definitely be using Lisa's services again. Thank you so much.

I had a few pensions I needed amalgamate but as pensions are a minefield at the best of times I needed some professional advice. Shane Kao is extremely knowledgeable and gave me excellent advise and more importantly listened to what I wanted to achieve and there was no hard sell. Questions that I had during the process I just sent an email and had a response quickly with no chasing. I was kept up to date with regular emails from Chris Minter and the rest of the team.
Very happy with service I have received.
Thanks to Shane,Chris and the rest of the team

Robin