Welcome to Plan-to-retire

We provide independent financial planning with a difference. Giving you confidence to achieve your goals and enjoy the next chapter of your life.

We help people who are:

Client Stories

Rather than us tell you about how you can benefit from our services. Some of our clients have been kind enough to share their stories about how our financial planning work has impacted and changed their lives.

Planning for retirement

Kevin,
Doncaster

client since 2017

" Without Paul’s advice, we’d have left our pensions where they were. We’ve become good friends with Paul as a result and have even recommended him to family and friends.

Already Retired

Joan,
Sprotbrough

client since 2017

" Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland.

Latest blogs

13 December 2023

Is the secret to happiness a natural “talent”?

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13 December 2023

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

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