The Pension Transfer Advice Experts

Easy

 

Financial

 

Planning

Expert Pension Advice
Clear. Unbiased. Fair.

Our Offer

Easy Financial Planning offer a free initial consultation service.

We always put our clients first and ensure we take a holistic approach to our advice.

We provide unbiased, extensive research and analysis from the whole of the UK pension market to ensure we recommend the right solution.

We produce professional, unbiased suitability reports with all of our recommendations.

About Us

Easy Financial Planning regard ourselves as specialists in pension reviews, transfers and income drawdown. Members of our team have a successful history which can be traced back to 1988 and our Financial Advisers, Paraplanners and Pension Specialists hold significant industry experience.

We act as the pension adviser of choice for many Independent Financial Advisers all over the country.

We are part of Spectrum Independent Financial Advice Limited, who are an appointed representative of Prism EBC Limited, who are directly authorised by the FCA.

Testimonials

Very professional and intelligent team. The advice I recieved was tailored to my circumstances. Would highly recommend!
— Adam
Great website, easy to navigate and has simplified for me what has always been a minefield (understanding the levers that enhance my finances)
— Baildon1

Our Team

The team at Easy Financial Planning have a singular focus on giving the best possible service, advice and transparant comunication.

Our Managing Director has been offering advice since the 1980s. We offer a professional, yet friendly, service and pride ourselves in using plain English. We’re not afraid to say no and the answer may not always be a single solution.While we fully embrace technology, we believe that modern thinking supported by old fashioned service always works best for clients.

Spectrum Team Photo