The Pension Planner Reviews 398

Craig was proactive, engaged and very helpful with our pension planning review. Thoroughly recommended

This service was great, they communicated consistently, always upfront about what they were doing and costs and ultimately resulted in Craig saying that for my enquiry they would not be charging or doing anymore as it was a much more simple outcome than we all first thought. I and I’m sure many other value such openness and honesty, I would recommend them 100% and will return if ever I need further advice. Thank you

At a time when things were uncertain for me following redundancy, I needed to get a clear picture of where I stand with my finances and what to focus on for the future. Craig Holland has been fantastic throughout, helping to give me some reassurance on my financial state as well as great advice on what to do next. Craig's attitude, experience and approach have given me confidence the whole way through and I would happily recommend (and have done) Craig to anyone requiring financial advice!

I had a free telephone consultation with Craig on 23rd February 2026. During the conversation, due to my circumstances being straightforward, Craig advised that I probably did not need full IFA advice at this time and could obtain the relevant information from other sources (which he signposted me to) without incurring his fees. I found this to be refreshingly candid and selfless. People can be quick to take your money; Craig was not, he gave professional and fair advice pertinent to my circumstances. I'd recommend talking to him based on his candour and professionalism; at times like retirement its important to get the right advice. Thank you Craig.

The Pension Planner came as a recommendation to me. I reached out and the service was fantastic! I was kept informed on what was happening as all stages, the advise was clear and explained really well so I understood it all!
Thank you!

I had a great experience with Pension Planner. My advisor Holly was clear, concise and efficient in dealing with my pension query. The whole process did not take that long and was completed in good time. I would highly recommend Pension Planner.

With my pension age not so far away, I looked for advice and found The Pensionplanner. I met up with Craig, having spoke to him on the phone. So glad I did. He was very helpful, and knowledgeable, simply explaining options and advice. If you're looking for pension advice and come across these guys. Stop looking elsewhere. Thanks Craig

Craig explained my pension options in a way that was easy to understand and replied to any emailed questions promptly, and between him and Sheryl, the paperwork was a breeze. I would recommend The Pension Planner to anyone.

Craig from Pension Planner couldn't have been more helpful and knowledgeable. He's really improved my understanding of pensions generally and specifically my own numbers. This service is exactly what I've been seeking for a least 2 years and didn't know where to start. Really grateful for the free advice and will certainly be back in touch when I'm nearer the big day ! For now I'm safe in the knowledge I'm on the right path. Have already recommended to 2 friends! Thankyou.

This is an excellent service which I cannot recommend enough. Over a period of months, my Pensions Advisor Craig Holland left no stone unturned in collecting the necessary data from both me and my various providers, performing insightful analysis, then matching all recommended options to my investor profile and retirement expectations. I found the experience to be professional, highly competent and delightfully personable. Clearly of benefit to anyone of any age or circumstance. I am left with an overwhelming sense of gratitude.

I spoke to a number of independent financial advisers when I was looking for some help to review my pensions and hit it off with Craig Holland from The Pension Planner immediately. He was warm and friendly and clearly explained things in a way that I could understand. I learned a lot from him. Even when I decided not to work with the company on a longer term basis, Craig continued to be professional and friendly. I highly recommend him.

I got in touch with The Pension Planner to help transfer my pension from my ex-employer after taking early retirement, and I’m really glad I came across them. I wasn’t sure where to start—the whole thing felt a bit overwhelming—but they made the process surprisingly smooth.
The person who handled my case was Nicholas Pratt (Nick). From the outset, Nick took the time to understand not just my financial situation, but also my personal goals. The advice I received was thoughtful, tailored, and always explained in a way that made sense—even when the topics were complex.
In our follow-up meetings, Nick laid out my options clearly and handled the paperwork with professionalism. I felt my financial goals were genuinely understood and respected. Nick and his team kept me updated throughout, and I never had to chase for answers or wonder what was going on behind the scenes.
What I appreciated most was the sense of trust and transparency. Nick was always upfront about fees, risks, and options, and I never felt pressured or rushed into decisions. Communication was clear, timely, and proactive—just honest advice and a genuine interest in helping me make the right move.
This may not matter to everyone, but I was also impressed by how flexible their communication was. They used every mode—mobile, video calls, face-to-face meetings, emails, texts, and even WhatsApp. In today’s world, that kind of accessibility really makes a difference.
The transfer went through without a hitch, and now I’ve got everything in one place with a clear plan going forward. I finally have a proper pension strategy and feel much more in control of my future.
If you’re looking for someone who knows their stuff and offers honest, intelligent, and genuinely caring financial advice, I’d definitely recommend The Pension Planner.
Thank you, Nick and team—really appreciate your continued support.

The company guided me successfully through the minefield called "pensions". They explained things very well and responded quickly to questions and queries I raised throughout the process.

We needed help with sorting-out our pensions and investments as we were approaching retirement. After researching several financial advisers listed on the government's money helper website, we contacted "The Pension Planner". We were put in touch with Nick, who has been excellent. He is professional, knowledgeable and very helpful. Nothing is too much trouble for him or his admin team, and if they say they're going to do something, they always do it in a timely fashion.
Nick gathered all our financial information and then he presented a very comprehensive and impressive report to us. All our choices were clearly explained and the advice was invaluable.
With our pensions and investments now sorted out, we can enjoy our retirement, knowing Nick will continue to support us with regular updates.
We highly recommend "The Pension Planner".

We would totally recommend Pension Planners to anyone seeking financial and lifestyle advice about retirement.
Craig helped us unpick our predicted pension incomes, discussed possible options to enhance our packages and explored possibilities moving forward, giving us clarity in what options were open to us. Throughout the process he offered independent advice which supported our own decision making. The whole experience was so easy and relaxed. Meetings were purposeful, clear, informative and friendly and communications were first class. We also know that there is always someone there to support us with any future decisions. Thank you. Great service.

Craig helped me to understand my retirement options by talking me through and helping me to navigate through all the information so I could make my decision. I was well supported and kept regularly informed during the process. Craig made the process easier and gave me peace of mind by answering any of my questions. Going forward, if there is anything I need, I know I have full support. Great service.

Shane Kao helped me decide what to do with my pensions in preparation for my retirement in 2026. All the options were clearly explained and I am happier knowing that everything is now in place. Shane and Sheryl were always on hand when I had any questions. I would recommend their services in the future.

Before my Pension Planner meetings I was very unsure about the options for my additional pension and what was right for me. Craig went through the options in a simple, jargon-free way enabling me to make an informed decision. The report that was compiled was thorough and, having made a decision, I feel that I am being well supported and I know I can get in touch with any queries.

My husband and myself had a couple of pensions each which we had absolutely no idea what to do with. After speaking to a family member and asking for their advice, we were put in touch with Nick at the Pension Planner. From our initial telephone call to our first face to face meeting, we felt one hundred percent comfortable and at ease. Nick took all our figures away with him and after a couple of weeks he returned to us with a consolidated pension for us both. Nick is so friendly and made us feel so comfortable while also being so professional and making us feel like we are in very safe hands. Everyone we have spoken to at the Pension Planner have been excellent and we wouldn't hesitate to recommend their services to anyone needing help and advice. They are, in our opinion absolutely first class.

Advice was clearly explained, timely and at no point felt like a hard sell. I had a number of worklplace pensions and was looking for advice on consolidation alongside retirement planning. Craig was thorough, patient and very helpful. I was reassured about the process and also learned a little about my tolerance to risk, which was a surprise. I feel I am in control of my retirement planning, but supported by excellent advice and regular updates. Well reccommended