The Pension Planner Limited boasts an independent financial adviser located in Sheffield, a firm that was established in 2012 by financial advisers Nicholas Pratt and Andrew Hursthouse. Andrew Hursthouse completed his financial services education back in 2004, commencing his career journey at Norwich Union. Subsequently, he gained valuable experience working for a smaller independent financial adviser firm that specialized in pensions and retirement planning. Nicholas Pratt, on the other hand, provides comprehensive assistance to his clients across various phases of personal financial planning. Their collective mission is to guide individuals through every stage of retirement, ensuring the optimization of pension assets and the attainment of their desired lifestyle. Central to their approach is the commitment to delivering clear, independent financial advice devoid of jargon, aiming to simplify the retirement process for their clients. The team's unwavering dedication is underpinned by their extensive financial advisory experience, with all advisers possessing over a decade of expertise in their roles. Specializing in retirement planning, The Pension Planner Limited is poised to offer expert guidance. Don't hesitate to reach out today for a quote.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• Retirement Specialists.
Best Financial Services in Sheffield
Expert recommended Top 3 Financial Services in Sheffield, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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THE PENSION PLANNER LIMITED REVIEWS
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.
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.
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.
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Connect Financial Solutions stands as a prominent figure among Sheffield's financial planning firms. The firm is under the directorship of John Fidler and Stuart Cookson. Collectively, the team boasts a wealth of experience exceeding four decades within the financial services industry. Their diverse expertise spans various financial scenarios, serving both individual and corporate clients. What sets Connect Financial Solutions apart is its unwavering commitment to delivering high-quality service to all its clients. They specialize in offering guidance for retirement planning, enabling you to make informed decisions about your financial future and maximize the utility of your savings during retirement. To ensure accessibility and convenience, Connect Financial Solutions accommodates evening and weekend appointments, prioritizing their clients' schedules. Additionally, they extend the convenience of an initial fee-free appointment, making their services accessible for those seeking financial guidance.
UNIQUE FACTS:
• Initial Fee-free Appointment
• Over 40+ Years Experience
• Specialist Advisers.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CONNECT FINANCIAL SOLUTIONS REVIEWS
My partner and I were first time buyers and knew very little of the process. We were fortunate enough to be recommended Jenny by a colleague of mine and working with her shaped our entire experience. Jenny was always on hand for any questions, no matter how big or small. We were given advice on anything and everything related to the purchase, which was such a relief when you're always worrying about the next stage. Having someone so kind and experienced in your corner to support you is invaluable. We honestly cannot recommend Jenny enough!
John and Hannah at Connect Financial Solutions were absolutely brilliant at helping me to gain a mortgage. They found an excellent offer at a really bad time to be remortgaging, and found mortgage providers that were comfortable with my unusual situation of having recently changed from being a self employed sole trader to the director of a limited company! Would recommend and would use again!
Me and my partner dealt with Andy Burton who helped to provide us with our first mortgage. The service and process was 1st class, everything clearly explained to us both who were first time buyers. The communication was great, Andy would always update us how the process was going and would answer any questions straight away! We would both recommend Andy to anyone looking for a mortgage when purchasing a property.
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Fogwill & Jones Wealth Management, an acclaimed and independent financial advice and investment management firm, has garnered accolades for its excellence. They offer an extensive array of services to individuals, their families, business owners, and trustees nationwide. At the helm of the firm, Colin Fogwill assumes the role of investment director, while Chris Sadler serves as the managing director. The firm's distinguished team consists of friendly, professional, and unbiased Independent financial planners. Renowned for their exceptional one-on-one, customized independent financial and tax advice, these premier wealth management specialists approach wealth creation and preservation with a focus on individualized needs and top-tier financial guidance. Fogwill & Jones Wealth Management remains steadfast in their commitment to delivering the utmost in client experience and outcomes. They take pride in providing personalized services tailored to the unique needs of private individuals and trustees. To initiate a dialogue and arrange for a free, no-obligation appointment, feel free to reach out to them today.
UNIQUE FACTS:
• Book Your Free, No Obligation Appointment.
• Online Consultations
• Wide Range Of Services.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FOGWILL & JONES WEALTH MANAGEMENT REVIEWS
The initial meeting I had with David Gill was extremely informative and clear. This was just to get an overview of my options for my current private pensions and how to either use as an annuity or where possible to use as a drawdown. David was very professional and easy to talk to on this rather important issue for me at my stage in life and would recommend using Fogwill and Jones as a financial advisor.
I recently met with Dave to discuss consolidating a number of pensions from previous jobs. Dave took time to make sure I understood every step of what we were doing and explained everything clearly, I look forward to our next meeting and would recommend Fogwill and Jones without hesitation.
Sophie Smith has been really helpful in helping me to choose insurances that meet my family's needs. She's worked really hard to get the right quotes, has listened well and understands our situation, and then went over and above to re-quote later when the first policies were insufficient (due to the company's criteria). She is friendly and helpful, and I trust her completely with my finances.
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