Plan-to-Retire

Independent Financial Adviser  22 Castlegate, Doncaster, South yorkshire, DN4 5JJ
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FCA authorised
Last authorised 28th September 2020
Advice with a Chartered Financial Planner (MCSI) . No fees on first meeting/fact find.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Paul Foster CFP Chartered MCSI
Director
About us

Paul has completed more than 20 years in the Financial Planning Profession, through this time he has accumulated a tremendous amount of experience and technical knowledge. He is Chartered Member of the Chartered Institute of Securities and Investments and holder of the Certified Financial Planner licence.

We Provide advice on all financial planning matters including Mortgage Finance, Equity Release, Investment Advice, Pensions, Auto Enrolment, Protection Issues – (Life & Health), and Group Schemes – (Life & Health).

Paul is also authorised by the FCA to provide Pension Transfer advice and is a specialist in this area. Following the recent changes to UK Pensions legislation this qualification satisfies “Occupational Pension sign off “ requirements. Whatever your pension scenario is we can help without going to a third party.

“Helping clients at different stages of their lives become more financially organised is what we do,
But listening and understanding to what each and every client is trying to achieve is always the best place to start…

So please feel free to contact us with the orange mail button, or request our number.

We will respond to all messages within 24 hours.

We also offer free roadside parking.

Our services

We pride ourselves on the long term relationships we have built with our clients over the last 19 years.

With specialist expertise in all Pension matters we pride our selves on advising exactly what is best for each individual client.

Weather it be to stay in the current pension scheme or transfer, we have a wealth of knowledge and experience in this area and will always help the client to reach a decision that suits them best.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
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