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PLANFINANCIAL.CO.UK

Plan Financial - Mortgages and Finance - Insurance - Investment and Pensions

We specialise in Independent Mortgage Advice; Life Assurance, Critical Illness and Income Protection; Buildings and Contents Insurance; Will writing, Investment and Retirement Planning.

http://planfinancial.co.uk/

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Plan Financial - Mortgages and Finance - Insurance - Investment and Pensions | planfinancial.co.uk Reviews
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We specialise in Independent Mortgage Advice; Life Assurance, Critical Illness and Income Protection; Buildings and Contents Insurance; Will writing, Investment and Retirement Planning.
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Plan Financial - Mortgages and Finance - Insurance - Investment and Pensions | planfinancial.co.uk Reviews

https://planfinancial.co.uk

We specialise in Independent Mortgage Advice; Life Assurance, Critical Illness and Income Protection; Buildings and Contents Insurance; Will writing, Investment and Retirement Planning.

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planfinancial.co.uk planfinancial.co.uk
1

About Us - Plan Financial - Mortgages and Finance - Insurance - Investment and Pensions

http://planfinancial.co.uk/aboutus

8220;Our service is designed around our clients’ values.”. Plan Financial was started in 2011 by Craig and Michelle Raison and were joined by Simon Law in 2015. Has been a qualified financial adviser for over 15 years and has attained the Chartered Insurance Institute’s Diploma in Financial Planning, he is currently studying towards the Advanced Diploma in Financial Planning. He advises on all the key areas of personal financial planning such as, mortgages. Had worked within pharmacy in the NHS. 8220;We ...

2

Plan Financial - Mortgages and Finance - Insurance - Investment and Pensions

http://planfinancial.co.uk/home

Treating clients as individuals and helping them make life’s most important decisions. The content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Welcome to Plan Financial. Whether you are buying. A home, protecting your family’s future, investing. Or planning for your retirement. The advice we give has your future in mind. Subscribe to our Newsletter. Argentum House, 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Plan ...

3

Plan Financial - Investments and Pensions - Financial Planning for your future

http://planfinancial.co.uk/investments-pensions

8220;We develop a strategy with you which can be reviewed on an ongoing basis to help ensure that you achieve your goals.”. The value of the investment can go down as well as up and you may not get back as much as you have put in. It has never been a more important time to take control and start planning for your future. Often the first step is to understand the benefits and assets that you have already built up. Whether you are considering long term investments for the first time, or have an existing po...

4

Plan Financial - Investments and Pensions - Financial Planning for your future

http://planfinancial.co.uk/autoenrolment

Services to business…. Automatic enrolment A Summary. Under legislation introduced in 2012, all employers must offer a workplace pension scheme and automatically enrol eligible workers in it. This requirement has applied to larger employers since October 2012 and will apply to all. How does this change workplace pensions? By 2018 all employers will have to automatically enrol their eligible workers into a workplace pension scheme. Who will be automatically enrolled? How much will I have to contribute?

5

Plan Financial - Insurance - Protecting you future - Will Writing

http://planfinancial.co.uk/insurance

8220;Our approach is to understand the wants, needs and budget before carefully recommending the right package.”. At Plan Financial our role is to help you understand the need for protection and insurance then implement a solution to ensure that what you care about the most is properly protected. A premature death, serious illness or being unable to work is in itself distressing. Protecting you and your family can ensure that at least they are not left to worry about money at an already stressful time.

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