Plan 100
Plan 100 is a financial planning firm that provides personalised financial advice to clients with significant investments. They assist clients in achieving their financial goals through tailored planning and transparent fee structures.
- Annual reviews
- Pension planning
- Investment advice
- Quirky newsletters
- Personalised financial planning
Locations
Digital Popularity
Social Media
LinkedIn19 Followers
Competitors
Cranwell Wealth Solutions Limited provides comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage.
Sandycross Wealth Management provides independent, unbiased financial advice to both personal and business clients.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Plan 100 is operated by Zozma Ltd and is a Active company incorporated on 31 May 2012 with the registered office located in Heathfield, East Sussex. Zozma Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
3
Age
13 years old
Employees
4
Turnover
Unreported
Total Assets
£289.25K
Cash in Bank
£216.55K
Total Liabilities
-£107.79K
Teams
3
Chief Executive Officer • Joined Nov 2021
Operations Director • Joined Oct 2021
Client Services Manager • Joined Jan 2021