Plan-To-Retire
Plan-To-Retire is an independent financial planning firm based in Doncaster, South Yorkshire. The firm provides financial planning services to assist clients in achieving their retirement goals. They offer advice through a team of experienced financial planners.
- Equity release
- Pension planning
- Investment advice
- Retirement planning
- Life and health protection
- Independent financial planning
Locations
Digital Popularity
Social Media
LinkedIn28 Followers
Competitors
Dragonfly Financial Services is a bespoke, independent mortgage and protection advice provider.
Company Details
Plan-To-Retire is operated by Plan2 Holdings Ltd and is a Active company incorporated on 27 July 2017 with the registered office located in Doncaster, South Yorkshire. Plan2 Holdings Ltd was registered 8 years ago.
Status
Active
Size
Micro
Directors
1
Age
8 years old
Employees
5
Turnover
Unreported
Total Assets
£250.98K
Cash in Bank
£6.2K
Total Liabilities
-£105.76K
Teams
4
4
4
Director And Financial Planner • Joined Jan 2001
Mortgage Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Feb 2017
Independent Financial Advisor • Joined Apr 2021
Director And Financial Planner • Joined Jan 2001
Mortgage Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Feb 2017
Independent Financial Advisor • Joined Apr 2021
Director And Financial Planner • Joined Jan 2001
Mortgage Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Feb 2017
Independent Financial Advisor • Joined Apr 2021