In2 Planning

Independent Financial Adviser  53 Tabernacle Street, EC2A 4AA
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FCA authorised
Last authorised 1st March 2021
We specialise in pensions, investments (including charities and Responsible Investment), life assurance and cashflow planning.
We can advise you on
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
MR Ray Frost
MR Raul Renjel BA (Hons)
MR Martin McNamara
MS Tanya Pein
Investment adviser - charities & private clients
MR Philip Cohen
Managing Director
About us

In2 Planning gives unbiased, comprehensive advice to individuals and business owners. We start by listening to your priorities and requirements, and then apply our expertise to your specific situation.

We will work for you on a fee and/or commission basis, and discuss charges with you openly at your first meeting, which is always at our expense. We specialise in pensions, investments, life and health insurances and lifetime cashflow planning - for individuals and employers.

Our services

Investment, Responsible Investment and cash flow planning

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

53 Tabernacle Street, London, EC2A 4AA

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Integrity. Excellence. Ownership.