The Pension Planner Avis 

Had a great service by Shane and Beth. The whole transfer from other pensions I had elsewhere went smoothly and in good time. I was explained what was happening every step of the way and felt at ease. At no time did I feel pressured to take on there services. I recommend there services. Chris.

I have been a client of The Pension Planner for more than three years and they have consistently provided an excellent service. Shane makes investments easy to understand and is always available if I have any questions. Beth is super efficient and keeps me updated throughout the year.

I have no hesitation in recommending The Pension Planner.

When I was looking to transfer out of my DB scheme I contacted a number of advisors. The best and most professional response I received was from Shane at the Pension Planner, he patiently talked me through the whole process. I decided to let him handle my transfer and the service has continued to be first class, Beth always keeps me updated with anything in an extremely timely manner.

My adviser Shane has been really patient and helpful especially in my lack of understanding in certain areas. I felt as if it was a bespoke service and catered for my personal and specific needs. Also Beth was always available when I needed to contact them. Shane was very approachable & professional and explained everything in easy yo understand terms. Would highly recommend the company and in particular Shane & Beth.

The Adviser we were allocated was Shane and right from the off, he was very friendly but never pushy. He always listened to our concerns & questions and ensured we fully understood before proceeding. Beth was our email contact and kept us up to date throughout and checked we were getting all the info we needed and liased between the pension providers too. I was dubious about the remote/phone service as I'd always done financial transactions face to face. It was so smooth and efficient. It was so good that I've decided to use them as my ongoing financial adviser.

I found the pension planner through unbiased website. From the start sanjoy, leanne, and Beth, have been brilliant in keeping me up to date. I wasn't pressured in any way and their professional approach along with Sanjoys knowledge has been invaluable. I am so pleased with the outcome and really look forward to working with them again in the future to realise the true potential for my pension. I thoroughly recommend anyone to give them a try. You won't be disappointed.

I used the Unbiased website to search for a pension planner as I had never had a financial advisor before and was unsure which ones would be suitable for me. I wanted to explore more suitable funds within my current pension and didn't really know where to start. Ben got in touch with me to offer his help and answered all my queries during a phone call which put my mind at ease. He explained everything clearly to me and kept me regularly updated along with Beth. I thought they delivered a very professional service and I hope to continue working with Ben in the (many) years ahead until my retirement and beyond.

Nothing but praise for the whole process, carefully walked me through my pensions and came up with an excellent plan for the future. Always easy to contact, and help given at every step just what you expect from an excellent professional team,

Found The Pension Planner to be a very professional company when dealing with my Pension and sourced, other investments for my money which was much suitable to my needs .Marvin was always on hand to deal with my queries and make sure, I was happy with the process all the step of the way ,and there was always emails to keep me updated with how my requests were being managed ,would highly recommend The Pension Planner

It is imperative to find financial advisors you feel comfortable with. Following extensive research and interviews I asked The Pension Planner to help manage my retirement pot. This has proved to be a great decision. Nick and the team have been excellent-informative, thorough, clear and concise through every step and, importantly for me, not pushy. Nick is a highly skilled adviser and I feel in safe hands with his business. Would highly recommend to others

The Pension Planner, especially Shane, Beth, Leanne and Holly, gave me great service when consolidating my pension and planning a way forward. Shane in particular was helpful and approachable throughout. Would strongly recommend to others.

Much thanks to the Pension Planner's team of Shane Kao, Leanne McClachlan, and Beth Walton who's help in making this choice has been invaluable. Keeping me informed of all the steps along the way and now look forward to a brighter and hopefully financially better future.
First class service.

Received excellent advice resulting in good pension investments. All staff are very helpful and keep me informed throughout all processes.

Thank you to Nicholas and Leanne for their help, understanding and patience in what were difficult circumstances. I am confident that my investments will continue to grow!
I have no hesitation in recommending The Pension Planner to anyone looking for investment advice.

I found Pension planning, I had a number of pensions and as an over 60's worker, I found trying to sort them out completely baffling. I was looking at whether I could afford to retire early or not??? Thanks to the detailed advice I received from The Pension Planner Advisor, my mind was put at ease as the advisor gave clear and understandable explanations to my options and when ever I emailed a query the response was quick and questions answered. The result was that my pension was sorted out and I have been able to retire, thanks to the advice and assistance The Pension Planner provided.

Really good advice as I didn't know where to start. Shane and the team kept me up to date with emails. If I didn't understand anything Shane explained it in layman's terms which was what I needed. Would recommend this company.

David took time to understand my objectives and has created a plan that delivers what I need today and will be able to flex to meet my future requirements. Beth and the team kept me up to date with progress throughout the process and I've got complete confidence that I'll be well looked after over the coming years.

Having hit 45 and finding myself with 6 different pension pots I'd started over the years I decided it was time to get in control of things and better prepare for retirement. I found Shane online and reached out for an appointment. I'm glad I did so. What was once fairly incomprehensible to me, now makes sense. I've achieved what I wanted in terms of consolidating my pensions into a controllable pot I have far more flexibility with. I can review where I am yearly with Shane to make sure I'm happy, I can speak to Shane if I have any concerns at any time. The whole process was made simple and easy for me by Shane, Beth and his team, keeping me updated at all times. Highly recommended.

Super service from Shane, Beth, Leanne and the team. They made it really easy and simple for me to switch from one provider to another. Would highly recommend The Pension Planner.

Despite unforeseen setbacks, the whole team kept me informed and worked towards a successful conclusion.
Shane Keo regularly contacted me to explain the process and obviously worked hard behind the scenes