Plan-To-Retire
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.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Top roles at Plan-To-Retire
3 distinct titles indexed · top 3 shown.
- 2director and financial planner
- 1adviser
- 1independent financial advisor
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