The Pension Planner
The Pension Planner is an independent financial advisory firm that assists individuals at various stages of retirement in managing their pension value and achieving their lifestyle goals. Founded in 2012, the firm provides financial advice tailored to clients' needs.
- Retirement planning
- Financial planning tools
- Independent financial advice
- Pension analysis and recommendations
Locations
Digital Popularity
Popularity over time
Competitors
Chase de Vere Medical provides independent financial advice specifically tailored for medical professionals.
Futures Assured Ltd is an independent financial advisory firm based in Sheffield, providing a comprehensive range of financial services across Yorkshire, Derbyshire, Lincolnshire, and Nottinghamshire.
Company Details
The Pension Planner is operated by The Pension Planner Limited and is a Active company incorporated on 25 May 2012 with the registered office located in Sheffield, South Yorkshire. The Pension Planner Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
8
Turnover
Unreported
Total Assets
£692.16K
Cash in Bank
£612.91K
Total Liabilities
-£257.07K
Teams
10
5
5
4
Practice Manager • Joined Jan 2015
Team Manager
Administrator
Administrator • Joined Apr 2023
Administrator • Joined Sep 2024
Independent Financial Adviser • Joined Jun 2016
Independent Financial Advisor • Joined Dec 2019
IFA • Joined Jan 2018
Trainee Paraplanner • Joined Jan 2025
Independent Financial Advisor • Joined Jul 2024
Practice Manager • Joined Jan 2015
Team Manager
Independent Financial Adviser • Joined Jun 2016
Independent Financial Advisor • Joined Dec 2019
Independent Financial Advisor • Joined Jul 2024
Practice Manager • Joined Jan 2015
Administrator
Administrator • Joined Apr 2023
Administrator • Joined Sep 2024
Independent Financial Adviser • Joined Jun 2016
Independent Financial Advisor • Joined Dec 2019
IFA • Joined Jan 2018
Trainee Paraplanner • Joined Jan 2025
Independent Financial Advisor • Joined Jul 2024