The Pension Planner - Sheffield

Address: Courtwood House, 027 Silver Street Head, Sheffield City Centre, Sheffield S1 2DD, United Kingdom.
Phone: 8000787182.
Website: thepensionplanner.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended, On-site parking.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of The Pension Planner

The Pension Planner Courtwood House, 027 Silver Street Head, Sheffield City Centre, Sheffield S1 2DD, United Kingdom

☎️8000787182

⏰ Open Hours of The Pension Planner

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

The Pension Planner is a highly regarded financial services firm dedicated to assisting individuals and families in navigating the complexities of retirement planning and personal financial management. Located at Courtwood House, 027 Silver Street Head, Sheffield City Centre, Sheffield S1 2DD, United Kingdom, the company offers a comprehensive suite of services designed to provide peace of mind and secure futures. Their commitment to client-centric solutions and expert guidance has established them as a trusted advisor within the financial landscape.

Company Overview

At its core, The Pension Planner operates as a Financial Planner and a Financial Consultant. They specialize in developing tailored strategies to maximize pension savings, investment growth, and overall financial well-being. The firmâs philosophy centers around understanding each clientâs unique circumstances, goals, and risk tolerance to create a plan that aligns perfectly with their individual needs. This personalized approach is a key differentiator, ensuring clients receive advice that is both relevant and actionable.

Key Services Offered

The Pension Plannerâs service portfolio extends beyond simple pension planning. They provide:

Pension Reviews & Optimization: A thorough assessment of existing pension arrangements to identify opportunities for improvement and ensure optimal growth potential.
Investment Management: Strategic investment advice and portfolio management services to align investments with client goals and risk profiles.
Retirement Planning: Detailed projections and strategies to help clients achieve their retirement aspirations, including income planning and legacy planning.
Financial Advice: Holistic financial guidance encompassing a wide range of topics, such as tax planning, estate planning, and wealth preservation.

Location and Accessibility

The Pension Plannerâs Sheffield location at Courtwood House offers a professional and welcoming environment for clients. The premises are strategically situated within the city centre, making it easily accessible by public transport and car. Furthermore, the firm prioritizes accessibility for all clients, offering:

Wheelchair-Accessible Car Park: Convenient parking facilities for clients with mobility challenges.
Wheelchair-Accessible Entrance: A level entrance ensuring seamless access to the building.
Wheelchair-Accessible Toilet: A dedicated accessible toilet facility is available on-site.
On-Site Services: A range of services are provided on-site, including consultations and administrative support.

Client Experience and Reputation

Client feedback consistently highlights the firmâs commitment to building strong relationships and providing exceptional service. Numerous positive reviews emphasize the friendly and approachable nature of the team, as well as their clear and concise explanations of complex financial concepts. Clients frequently describe the experience as collaborative and supportive, fostering a sense of trust and confidence. The firmâs dedication to ongoing communication and proactive support ensures clients feel informed and empowered throughout the planning process.

Online Presence and Availability

Recognizing the importance of convenience in todayâs world, The Pension Planner offers online appointments, allowing clients to connect with advisors remotely. The firmâs website, http://www.thepensionplanner.co.uk, provides valuable resources, including informative articles, calculators, and contact details. Clients can also phone 8000787182 to schedule consultations or discuss their financial needs. Itâs worth noting that the company currently holds 14 reviews on Google My Business, with an average rating of 4.7/5, reflecting a high level of client satisfaction.

Additional Points of Interest

The Pension Plannerâs commitment to client comfort and convenience is further demonstrated by the availability of appointments recommended, encouraging a structured and thorough planning process. On-site parking is also provided, simplifying the logistics for clients visiting the office. The firm operates with a professional and responsive approach, even navigating challenges such as the COVID-19 pandemic with continued dedication to client service. The team demonstrates a commitment to delivering quality value and responding to client needs with utmost professionalism. Clients have consistently reported that the firm provides a valuable service and that their concerns are addressed promptly and effectively. The combination of expert advice, personalized service, and a convenient location makes The Pension Planner a compelling choice for individuals seeking comprehensive retirement planning assistance.

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👍 Reviews of The Pension Planner

joseph M.

5/5

From our first meeting we became very friendly and very good mates. We were informed of every step that needed to be taken and a
good explanation of why. This was just what we needed to take the next step forward. We did have a family concern but one phone call resolved it. They give quality value and respond professionally, this was carried on despite Corvid 19.
We have recommended The Pension Planner to some friends who joined up with them, no complaints .

Josephine J.

5/5

We have been clients of the Pension Planner Team for a few years now and have been very impressed with the services provided. Nick and Beth are extremely professional and friendly and have always given us excellent advice in a clear and informative way. We would highly recommend the services of the Pension Planner Team.

Janet B.

5/5

We have used the services of Pension Planner for about 5 years and have been extremely happy with the advice and service they have provided. Nick is very personable, friendly and professional and has always given us valuable advice and help. We would highly recommend the Pension Planner.

Brian S.

5/5

I had no previous experience with financial advisors when I first approached The Pension Planner to plan my retirement.
I was glad I did as it altered my way of thinking about my financial future & security after finishing work.
That was some 5 years ago & I would not hesitate to recommend partnering with The Pension Planner.

Ann B.

5/5

I have been a client of The Pension Planner for more than two years and have found them to be a company of the highest professional standards. They keep me regularly updated in an easy and clear way, and if I have any questions they respond very promptly.

carol M.

5/5

Hi my husband was looking for a company to sort out his pension. He found pension planner and was impressed from the first meeting that he had with Nick . The team were very friendly and helpful keeping in touch with all that was going on. In just a few weeks all was sorted and he would like to thank Nick and the team for all their help and guidance. He would recommend this team to sort out your pension.

Phil&Sue S.

5/5

During the unprecedented times The Pension Planner team, Nick Pratt, provided clarification and reliable advice of the options available to protect our long-term investments. These calls have further proven that we made the right decision in choosing an established and trustworthy financial advisor.

Ray P.

5/5

I have been dealing with the Pension Planner team for some time now and they are always helpful, professional and responsive to any issues that I have and I look forward to a continuing mutually beneficial relationship .