Plan-to-Retire

Independent Financial Adviser  The Warren, Doncaster, DN4 7PD
First meeting at adviser's own cost
Advice with a Certified Financial Planner. 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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Mortgage protection
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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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Critical illness
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Income protection insurance
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Life 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
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Paul Foster CFP Chartered MCSI
Director

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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
Mr Kyle Hopkins
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner
What our clients say
I use Paul on a personal basis and would recommend him to any one and on the occasions we have needed his help in the course of business he has been invaluable to us.
Richard Midgley, Practice Manager Susan Jubb Law
Paul assisted me with my Pension transfer. Throughout he delivered a very professional service and was very diligent. Paul made a very detailed analysis of both my current and future financial needs.
Kevin Barefoot, Managing Director- Barefoot consulting Ltd
About us

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

We are also authorised by the FCA to provide Pension Transfer advice in relation to Final Salary and Defined Benefit schemes. 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 off road 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.

Where to find us
Head office address: The Warren, 278 Bawtry Road, Doncaster, DN4 7PD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021

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