We could 100% recommend Kyle at Plan to Retire. Although myself and my husband Mark had very different requirements from our pension pots and retired at different times, Kyle was brilliant with his ad... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
Stepping into this mysterious world of finance and pensions is a massive leap of faith, we have all seen the TV ads. Kyle has guided us through listening, advising and delivering at every stage. At... Se mere
We found looking at our pensions and finances planning for our retirement daunting. Paul was recommended to us by a friend and we were so grateful. After our first meeting with Paul we could tell he... Se mere
Very experienced and helpful. Patiently helped me understand the best way to sort my pension.
Virksomhedsoplysninger
Skrevet af virksomheden
Our financial planning team can work with you to make informed choices about your short-term goals and longer-term needs, helping to answer questions you might have on issues such as how much you need to retire; tax-efficient investing; pension planning, at retirement planning and inheritance tax planning. We can also provide advice on Mortgages, insurance and later life lending. For a free initial review or to arrange an appointment with one of our advisers, please call 01302 710723 or visit www.plan-to-retire.co.uk.
Kontaktoplysninger
The Warren , 278 Bawtry Road Bessacarr, Doncaster, Storbritannien
- +441302710273
- info@plan-to-retire.co.uk
- plan-to-retire.co.uk
4,7
Fremragende
34 anmeldelser
Ingen nylige anmeldelsesinvitationer
Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Financial Planning and Pension Advice.
Paul was recommended to me for some investment planning and pension advice.
Professional and calm, talking me through my options and giving me a presentation on his recommendations for me, at no point rushing my decision.
Paul and Kyle kept me informed of progress all the way through.
I would recommend Plan to Retire for all of your financial requirements, including wills and Power of Attorney.
They made the difficult appear easy and achievable, superb service from a well qualified team.
Thankyou Plan to Retire.
1. oktober 2021
Uopfordret anmeldelse
Incredibly helpful
I had 6 pensions that I had acquired over the years that I wanted to transfer them all into 1 pot, contacted multiple IFA's who were more than willing to help, provided I did it all there way and basically gave them control of my financial future rather than doing what I wanted. Eventually found Plan to Retire and Kyle was incredibly helpful and advised everything incredibly professionally and most importantly he did listen to what I wanted and also done what I wanted.
If you require any pension advice speak to Kyle at Plan to Retire.
28. september 2021
Uopfordret anmeldelse
What a great Company.
I contacted Paul for his help in sorting out my pension pots. After our initial meeting I was introduced to Kyle, I can't praise Kyle and Plan to Retire enough.
He was professional, thorough and kept me informed on a weekly basis on the progress made in dealing with my pension providers. The whole process was completed in a fraction of the time I expected it to take.
Thank you Kyle. If your looking for a Financial Advisor look no further than this excellent company, you will not be disappointed.
20. august 2021
Uopfordret anmeldelse
Plan to Retire - highly recommended
Wonderful service from Paul and the team at Plan to Retire. Paul ensured that what I wanted to do was right for me and achievable. Very professional and helpful, I was kept fully informed every step of the way with Paul ensuring everything went smoothly. I would highly recommend Plan to Retire.
12. februar 2021
Uopfordret anmeldelse
Besvarelse fra Plan To Retire
Many thanks for instructing us to act on this one JC
It was a pleasure to help you .
First Class Service
I have used Plan to Retire on numerous occasions over a number of years and always found them very professional and extremely knowledgeable. Their support our pensions transfers, advise on a buy to let mortgage, securing my daughter's mortgage and also my son's investments have been of great help.
Highly recommended !!
11. februar 2021
Excellent service all round
Excellent service all round, wouldn't hesitate to recommend Paul and him team
11. februar 2021
Sound Financial Advice
Excellent service, making difficult and complex decisions around future financial planning seem straightforward.
10. februar 2021
Recently bought a house and got…
Recently bought a house and got financial and mortgage advice. Outcome excellent and help over and above to make it all happen to fit in with the chain
9. februar 2021
I needed urgent pension advise
I needed urgent pension advise. Paul was clear and detailed in his recommendations.SincePaul has advised and now manages my pensions giving exceptional service with clear explanations.
7. februar 2021
Professional, Reliable and friendly.
My wife and I have had our investments in the safe hands of Paul Foster for over 10 years..
Throughout this period Paul has always been available to advise, and never seeks to push you from your comfort zone.
As a result the investments even withstood the shock in the markets following the Covid crisis of the past 12 months.
I can not recommend his company Plan to Retire enough, not only does he deal with the more complex investments, he continually keeps abreast of more mundane matters, wills, power of attorney, National Insurance and HMRC matters etc.
6. februar 2021
Professional and personable service
Professional and personable service. Very helpful and made the whole process of remortgaging straightforward. Would not hesitate to recommend
6. februar 2021
Great client service, bespoke advice and 100% trustworthy
I have been with Paul Foster and his team for about 5/6 years now. I have found his financial advice sensible, mature and realistic. But most of all I feel I can trust Paul and his advice 100% and this is extremely important.
Casey, who works for Paul, is currently sourcing a mortgage for my daughter; within 24 hours she has a found a deal with a high street lender that completely meets her needs. Within 48 hours we have a decision in principle on the mortgage and we are pressing ahead.
Paul Foster and his team at Plan-to-Retire/Plan-to-Buy deliver 1st class client service coupled with 1st class advice on products that are completely appropriate to client needs.
Alan Hall
Tickhill
6. februar 2021
Besvarelse fra Plan To Retire
Thanks Alan, very kind words,
It's a pleasure to work with you.
Great to receive advice from a highly…
Great to receive advice from a highly qualified professional.
I have no problem in recommending Paul and his staff at plan to retire to many of my friends and acquaintances.
Keep up the good work.
5. februar 2021
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