Adam House, Ripon Way, Harrogate, North Yorkshire, HG1 2AU
Plan & Prosper Ltd advises its clientele of high net worth individuals and companies on Pensions, Tax Efficient Capital Investment and Protection products against death or illness.
In particular we specialise in retirement planning for individuals including phased retirement drawdown income plans, pension transfers for those leaving or retiring from final salary schemes and inheritance tax mitigation.
We provide an initial free consultation at which the method of charging for services is discussed and agreed.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.