Independentfinancial advice,written plainly.
For more than twenty years, Pension Planning Services have helped families and business owners across South Wales make confident decisions about their pensions, retirement and savings, without the jargon and always on your side.
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Pension and wealth advice, joined up around you.
From your first pension to managing your wealth in retirement, we advise across four connected areas of planning and bring them together into one clear plan.
Three steps, no jargon.
Good advice should feel calm and clear. Our approach is simple, and it has not changed in twenty years.
Understand
You tell us about your current situation, your financial objectives and when you want to achieve them. Your first meeting is at our expense, with no obligation to go any further.
Plan
We develop a practical plan designed to help you meet those objectives, and we explain it in plain English so you know what we are recommending and why.
Support
We discuss the plan with you and agree the course of action you want to take. The final decisions are always yours, and we are here to help and guide you both now and in the future.
See the retirement you’re working towards.
Two ways to picture your future: model your plan with our interactive Retirement & Lifestyle Planner, or read our plain-English guide to a worry-free retirement.
Retirement & Lifestyle Planner
Model the retirement you want and see, in plain numbers, what it takes to get there.
Your Retirement
A plain-English guide to planning your finances for a worry-free retirement.
“Paul has helped me to organise my pension and investment arrangements for a number of years.”
Thinking worth sharing.
Plain-English guidance on the questions our clients ask most, from pensions and retirement to inheritance tax.
Let's start with a conversation.
Your first meeting is free and without obligation. We'll listen, answer your questions, and tell you honestly whether and how we can help.