Our story

About prism-count

prism-count was founded to make pension decisions feel steady, collaborative, and grounded in everyday realities. We combine technical pension analysis with a warm, human-led planning experience.

What we stand for

Clarity, accountability, and long-term commitment to the people we serve.

Company story

Our directors began in workplace pensions, helping employees untangle scheme choices after auto-enrolment. The need for personalised retirement guidance became obvious, so we built a practice that listens first and recommends second.

Today we support professionals, entrepreneurs, and families across the United Kingdom with retirement strategy that adapts to shifting careers, changing rules, and new priorities.

Company philosophy

Every plan should be easy to explain to a partner at the kitchen table. If it is not, we keep working until it is.

Leadership team

Elena Park, Chartered Financial Planner

Elena leads defined benefit transfer analysis and specialises in aligning pension income with family care planning.

Marcus Dyer, Retirement Strategy Director

Marcus focuses on drawdown sustainability and long-term cash flow modelling for professionals approaching retirement.

Priya Nair, Client Experience Lead

Priya ensures every client receives a clear roadmap and consistent updates throughout the year.

Our values

Transparent advice

We explain the trade-offs behind each recommendation, including risk, tax impact, and timing.

Respect for lived experience

We listen to the stories behind the numbers and make room for personal priorities.

Measured confidence

Our plans are designed to reduce uncertainty rather than chase short-term results.

Milestones

2014 Established in London with a focus on workplace pensions.
2018 Expanded to regional advisers across Manchester and Bristol.
2023 Launched multi-generational planning support for families.

Why clients choose us

Continuous guidance

We maintain pension plans with annual reviews, mid-year check-ins, and transparent documentation.

Specialist knowledge

Our advisers focus on pension legislation, tax allowances, and retirement income strategies.

Trusted across the UK

We work with clients in finance, healthcare, education, and family-owned businesses.

Community involvement

We volunteer with local financial education programmes and host retirement readiness workshops for community groups.

Achievements

  • Recognised for client communication excellence in 2022.
  • Partnered with three universities on pension literacy events.
  • Maintained 4.9/5 satisfaction in annual surveys.