The Pension Planner Ltd
aka The Pension Planner Ltd
About
We are Independent Financial Advisers, helping people at every stage of retirement to maximise the value of their pension and achieve their ideal lifestyle.
Source: thepensionplanner.co.ukContact & Location
Regulatory Information
- FRN
- 669563
- Status
- Authorised
- Date Authorised
- 1 June 2015
- Years Authorised
- 10 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 08084588
- Company Status
- Active
- Incorporation Date
- 25 May 2012
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 70221
Team (14)
Andrew John Hursthouse
ApprovedCertifiedNicholas Andrew Pratt
ApprovedCertifiedShane Mario Audie Kao
CertifiedDavid Richard Garforth
CertifiedHolly Evans
CertifiedCraig Stephen Holland
CertifiedMarvin Anthony Watson
ApprovedCertifiedStephen Alexander Torbet
CertifiedBenjamin John Milton Farrell
CertifiedLisa-Jade Ellaway
No longer requiredAmy Meegan
No longer requiredSanjoy Sen
CertifiedPeter Lawrence Broughton
CertifiedScott Mullen
No longer required
Google Reviews
15 reviews on Google
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Quick Facts
- Sheffield, Yorkshire and The Humber
- 10 years FCA-authorised
- 17 registered individuals
- 5 specialisms
- 7 FCA permissions
- CH 08084588
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.