Plural Planning Ltd

Independent Financial Adviser 25 Park Grove, Knaresborough, North Yorkshire, HG5 9ET
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 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 review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Plural is a trading name of Plural Planning Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority number 823308 Registered in England and Wales number 11602705.

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Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security