We are a regulated investment firm providing advice from a Pension Transfer Specialist and Certified Financial Planner.
The practice was created in 2001 when Paul left a National Firm of Accountants with a simple concept of providing holistic advice, via a code of practice as laid down by the Institute of Financial Planning.
This long term approach provides clients with regular and meaningful meetings with one adviser, with the aim of building a lasting relationship between client and firm.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 22 Castlegate, Tickhill,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- plan-to-retire.co.uk
- Keywords
- Pension Transfers, Investment advice, Mortgage finance, Equity Release, Pensions and auto enrollment.
- HQ
- DONCASTER, South Yorkshire
- Competitors
- S.P. Fields (Contractors) Ltd.
Plan-To-Retire Questions
Plan-To-Retire's website is plan-to-retire.co.uk
Plan-To-Retire's LinkedIn profile is https://uk.linkedin.com/company/plan-to-retire
Plan-To-Retire has
5 employees.
View email and phone details for 5
employees at Plan-To-Retire.
Plan-To-Retire's industry is
Financial Services
Plan-To-Retire's top competitors are
S.p. Fields (Contractors) Ltd.
Plan-To-Retire's categories are Financial Services
Plan-To-Retire's founding year is 2001
