Plan To Retire Bewertungen 

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.

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.

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.

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.

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 !!

Excellent service all round, wouldn't hesitate to recommend Paul and him team

Excellent service, making difficult and complex decisions around future financial planning seem straightforward.

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

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.

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.

Professional and personable service. Very helpful and made the whole process of remortgaging straightforward. Would not hesitate to recommend

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

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.