Plan To Retire Arvostelua 

34
TrustScore 4.5/5 tähteä

4,7

Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää

Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää

Katso, mitä arvostelun kirjoittajat sanovat

Saanut 5/5 tähteä

We could 100% recommend Kyle at Plan to Retire. Although myself and my husband Mark had very different requirements from our pension pots and retired at different times, Kyle was brilliant with his ad... Näytä lisää

Saanut 5/5 tähteä

Stepping into this mysterious world of finance and pensions is a massive leap of faith, we have all seen the TV ads. Kyle has guided us through listening, advising and delivering at every stage. At... Näytä lisää

Saanut 5/5 tähteä

We found looking at our pensions and finances planning for our retirement daunting. Paul was recommended to us by a friend and we were so grateful. After our first meeting with Paul we could tell he... Näytä lisää

Saanut 4/5 tähteä

Very experienced and helpful. Patiently helped me understand the best way to sort my pension.

Yrityksen tiedot

  1. Talouskonsultti
  2. Rahoitussuunnittelija
  3. Sijoituspalvelu
  4. Asuntolainaneuvottelija
  5. Eläkerahasto
  6. Eläkelaitos

Yrityksen kirjoittama

Our financial planning team can work with you to make informed choices about your short-term goals and longer-term needs, helping to answer questions you might have on issues such as how much you need to retire; tax-efficient investing; pension planning, at retirement planning and inheritance tax planning. We can also provide advice on Mortgages, insurance and later life lending. For a free initial review or to arrange an appointment with one of our advisers, please call 01302 710723 or visit www.plan-to-retire.co.uk.


Yhteystiedot

4,7

Erinomainen

TrustScore 4.5/5 tähteä

34 arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

Ei viimeaikaisia arvostelupyyntöjä

Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja viime aikoina, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa

Kuinka tämä yritys käyttää Trustpilotia

Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.

4,7

Kaikki arvostelut

(34)

0 arvostelua kuluneen 12 kuukauden aikana

Kirjoita arvostelu
Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

Great advice and never pressured.

We could 100% recommend Kyle at Plan to Retire. Although myself and my husband Mark had very different requirements from our pension pots and retired at different times, Kyle was brilliant with his advice and recommendations. At no time did we feel pressured and our meetings with him were very relaxed. Consequently we took his advice and are very happy with the outcome.

27. helmikuuta 2025
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

When you retire !

When you retire !! If you want to get Pension Credits !! Don't have any occupational pensions !! AS YOU WILL NOT QUALIFY FOR PENSION CREDITS !!!!
Even £1 over disqualifies you ???
TRUE ????

3. joulukuuta 2024
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

My experience with Plan-to-Retire

I would like to thank Kyle at Plan-to-Retire for making the process of pension jargon easy to comprehend. He listened to what I required, showed me the options with patience and gave me a retiring plan which I wanted. What more could you ask for? Thanks Kyle. Mrs Edwards, Doncaster

11. lokakuuta 2024
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Extremely pleased

I have always considered myself financially aware however when it came to planning for my retire I would not have been able to retire so soon if it had not been for the advice that Kyle provided me.
From our first meeting Kyle put us at ease with his friendly approach, listening to our concerns and hopes.
At the second meeting we heard Kyle’s advice for the future as he explained everything in detail.
At no time did we ever feel under any pressure to take the advice on offer, which is always for me off putting.
Kyle is a genuine man who has a warm personality who you can trust to look for your best options.
I decided to take Kyle’s advice and have now retired!

1. elokuuta 2024
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

1st Class trustworthy service & advice

I would 100% highly recommend Plan-to- Retire, particularly Kyle Hopkins!. If you need any financial advisor, look no further.

I needed advice on my pension investments and Consolidation. The advice, knowledge and commitment to getting me the best plan with investment risk that suited me was nothing sort of amazing.

Kyle Hopkins is personable, knowledgeable, patient, helpful, and explains things to you in a way that you can actually understand pensions after talking with him & you feel that you have found someone who cares about their clients and is great at what they do, so the trust is instantly there.

The first sessions of advice are free and in the event you choose to proceed, fees are so reasonable for the quality of service provided (and I spoke to a few advisors who wanted to charge extortionate amounts).

There is no big sell to try to get you to do anything and you know you have all the time you need to make a decision or not proceed if you choose to, which is so important when making huge decisions on something that will ultimately be paying you in retirement.

All in all, a 1st class service from a trustworthy and caring company. You’ll be in good hands with them.

31. heinäkuuta 2024
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

First class pension advice, Kyle at Plan to Retire

From first contact with Kyle, it was a pleasure to engage him as my financial advisor. Our subsequent face to face meetings proved to be fulfilling, enlightening and factual. My purpose was pension advice for a suitable flexible drawdown product, Kyle conducted himself very professionally on my behalf, and i was more than happy for him to setup my new drawdown pension. All the work was done in a timely manner and any queries I had were responded to quickly. I would thoroughly recommended Kyle as a Financial Advisor

24. elokuuta 2023
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Great experience with the company

Great experience working with Kyle, who was my mortgage broker.

I had a very complicated mortgage case, and Kyle showed great knowledge of options and perseverance to find an offer in difficult circumstances. I wouldn’t be moving house without him!

Kyle was very hard working, empathetic, extremely effective and always responsive (even on holiday which was much appreciated!).

Great company to work with, would definitely recommend!

19. elokuuta 2023
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

First time buyer

I would like to write a review about Kyle Hopkins. He has always been approachable and responsive to my every question.

He has made an exciting but also challenging time of buying my first house a much more calm experience.

His knowledge and expertise has given me confidence in the whole process and he has always offered realistic advice and support. I would definitely recommend his services in the future.

30. kesäkuuta 2023
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Pension Restructure

Kyle has helped me to restructure my pension portfolio. It's not been a straightforward set of circumstances, but Kyle has made it easy for me. Always explaining in clear and easy-to-understand terms. I can highly recommend using Plan to Retire.

22. toukokuuta 2023
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Didn't know who to trust or where to…

Didn't know who to trust or where to start with pension advice but Plan to Retire were fantastic.The meetings were professional, not pushy, and more importantly information was relayed in a language I could understand so I feel confident with all the information that I made my own decision. Special nod to Kyle.
Definitely recommend this company even if its just for a chat.
Mrs M Griffiths

20. maaliskuuta 2023
Saanut 5/5 tähteä

Great advice and great experience

We found looking at our pensions and finances planning for our retirement daunting. Paul was recommended to us by a friend and we were so grateful. After our first meeting with Paul we could tell he was the right person for us. He made us feel at ease with his relaxed manner and respected our lack of understanding of pensions and finances explaining this mine field at a level we understood.
He reassured us that our dreams were possible and has continued to support us over the past 4 years.
Finally we highly recommend Paul and the team at Plan-to-retire.

16. maaliskuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Not a Carribean Jet Ski shop

Stepping into this mysterious world of finance and pensions is a massive leap of faith, we have all seen the TV ads. Kyle has guided us through listening, advising and delivering at every stage. At the end of it all, we can see where and how our funds are invested, none of the cash touches Plan to Retire. Wholeheartedly agree with the other reviewers. Thanks guys.

24. marraskuuta 2021
Oma-aloitteinen arvostelu

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