Great advice is about making the right connection

In a world of growing artificial intelligence, we believe that understanding people is the root of real wisdom.
Polite and helpful staff. A pleasure to do business with.
Stephen, Hampshire
Our service works best if you are aged 50 or over with at least £80,000 in pension savings.
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A traditional touch

In a noisy world, softer traditional values are often drowned out. For us, they are front and centre. The simple things we should all expect like listening, caring and being polite. Turning up on time and doing what we say we will do. These things matter to us. 

And we are passionate about finding the right solutions and securing the best outcomes for our clients. No razzmatazz. Just sensible honest advice. 

A modern service

A noisy world is often a busy one, which makes it harder to find the time for an office visit with your financial adviser. That’s why our service is by phone, video call (only if you want to), email and post. Everything can be done from the comfort of your home or office.

We do use technology to lower costs and get things done quicker. This includes the platforms and strategies we use to invest our clients’ money, and a secure online portal to share information and provide updates. 

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Our staff help to manage over £½ billion in pension savings for over 10,000 clients.
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Our advisers and staff have already helped thousands of people across the UK with their pensions.
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Our team comprises over 60 qualified advisers and support staff including technical and compliance specialists.

Meet the team

The board and senior management team for our company, Harbour Rock Capital, is responsible for the overall strategy and day-to-day direction and management of Pension Sense.
You can find out more about each of them
here

The Board

Keith Carby

Non-Executive Director and Chairman
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Paul Dunne

Chief Executive Officer

Chris Wood

Compliance Director
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Jonathan Purle

Non-Executive Director

Senior Management Team

Bradley Cooper

Chief Technology Officer
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Donna Sutton

Head of Operations
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Evie Foskett

Head of Existing Clients

Shannon Lee

Head of New Business

Azalea Gras-Velázquez

Head of Finance

Three steps to a better retirement plan

How our service works

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Arrange a callback 

A simple no obligation chat to find out if you would benefit from financial advice and whether it is a route you would like to take.
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Analysis and advice 

If you give us authority to proceed, we will analyse your circumstances and finances before recommending a personalised retirement plan. 
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Your decision 

If you agree with the plan and decide to go ahead, we can take care of everything including making changes to existing plans or setting up any new ones. 
It could be the start of your journey towards a more secure retirement
Or call us now on
01634 500 182
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Or call us now on
01634 500 182
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We are open 8am to 4pm, Monday to Friday
Important information: this website is aimed solely at UK investors subject to the UK tax regime. While we are a financial advice company, nothing on this website should be taken as personal advice.
Tax treatment depends on your circumstances and is subject to change.
Pension Sense is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 01634 500 182.
Email: pensionsense@harbourrockcapital.co.uk

2025 Pension Sense. All rights reserved.