The Pension Planner Reviews 

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

I would like to thank and recommend Pension Planner. I also would like to thank Shane Kao and Beth Walton for excellent service. Shane given good advice and understanding what was best for me. First class from start to finish. I Highly recommend your company.

I have recently taken pension advice from Shane at the pension planner. He and his team Beth and Leanne have kept me up to date with the progress being made and I am very satisfied with the advice I have been given.

Quick response. Good solid advice, and very easy to understand. Always helpful and friendly.

A big Thank you to Shane Kao and Team
Shane and I spend a lot of time on the phone and I couldn't make my mind up. I then gave it a month or two, and rung Shane again. He & team redone all the work. Shane then gave the best advice so when take my late retirement I will be back to Shane. All the work & advice didn't cost me a penny. Yes to recommend a friendly, polite, patient, knowledgeable person Shane - Thanks to all.

Very good service. Always got back to me without delay.

Very straightforward and clear in relation to some complex financial subjects and jargon! Only willing to recommend options that are of financial benefit. Quick to respond to queries and follow progress of pension amalgamation. Financial Adviser very affable and down to earth.

First rate service again from everyone at The Pension Planner as they've now moved my pension investment to a better platform with better performance and lower fees which is, after all, what I want from them.

I have used David as my financial advisor for many years and he has provided excellent service. Since he joined The Pension Planner he has been well supported by Beth and the team.