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
Size
Small
Phone
01302 710273
Website
plan-to-retire.co.uk
Email
Available in Endole App
Locations
The Warren, 278 Bawtry Rd, DN4 7PD
01302710273
9:00 - 18:00
Digital Popularity
Social Media
Competitors
Dragonfly Financial Services
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
Paul David Foster
Director • British • Lives in UK • Born in Jun 1970
Mr Paul David Foster
PSC • British • Lives in UK • Born in Jun 1970
More information on Plan2 Holdings Ltd
Teams
All
4
Paul Foster
Director And Financial Planner • Joined Jan 2001
Kyle Hopkins
Independent Financial Advisor • Joined Apr 2021
Casey Oades
Mortgage Advisor • Joined Oct 2017
Don McGowan, Cerer, Cemap
Independent Financial Adviser • Joined Feb 2017