Plan Money

Independent Financial Adviser  Plan Money Ltd, Halstead, Essex, CO9 1NA
First meeting at adviser's own cost
I am approachable and friendly and I will always do my upmost to assist you and your family. <phone number hidden>
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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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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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Kay Fisher
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Plan Money Ltd was founded to provide an environment where individuals or companies can receive unbiased holistic advice. The team of advisers has considerable experience in the financial services and banking industries. We work on a fee or commission basis.

My area's of expertise is in later life planning. Meaning anyone from age 55 upwards that needs assistance with pre, post and at retirement planning. I also specialise in funding for care and equity release.

In regards to mortgages (not equity release mortgages) then I will refer my clients to my in house colleague Penny Hurrell.

I am also a pension specialist, but final salary pension transfers is something Plan Money no longer give advice on.

Our services

Our desire is to be your partner in creating security and building wealth. We hope to earn the right to work with you now and in the future. We believe it is important for us to be clear about how we work and the services we offer because this will help ensure your expectations are met. Our service can be broken down into three stages: Research and Assessment, Implementation, On-going Service We take ownership and responsibility for our immediate guidance and advice. How our relationship works beyond that will be determined by your requirements and preferences.

Where to find us
Head office address: Plan Money Ltd, Bentley House, Forge Lane, Great Bentley, Essex, Colchester, CO7 8GD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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