Plural Planning Ltd

Independent Financial Adviser 25 Park Grove, Knaresborough, North Yorkshire, HG5 9ET
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
At Plural, we nurture and maintain successful long-term professional relationships with our clients, ensuring that they fulfil their financial goals.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Chris Davies
Principal
Where to find us

25 Park Grove, Knaresborough, North Yorkshire, HG5 9ET

Make an enquiry
About us

During our first meeting there will be much to talk about. To begin with, we believe it’s vitally important for you to understand how we work, how we could help you and any costs you might incur as a result of appointing Plural as your independent financial adviser. Please remember the initial meeting is always at our cost so this means you will have the opportunity to satisfy yourself that the services we offer are right for you without any financial pressure or commitment. Equally, we need to be confident that we can demonstrably improve your financial situation by working together.

Our services

At Plural, we strive to build successful long-term relationships with our clients where we help them fulfil their financial goals, we’re not interested in selling short term fixes. Our aim is to provide our clients with a high level of individual customer service, something we believe is often lacking in the financial advice sector. It is crucial that we understand your needs, priorities and objectives as well as your current circumstances; exactly what you are trying to achieve? We will take care to clearly outline the various risks and any potential disadvantages that attach to any particular course of action.

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

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