Meet The Team

Plan-to-retire was founded in 2001 by Paul Foster after leaving a National firm of Accountants. Paul's motivation is to provide holistic advice to clients.

The Plan-to-retire approach is with the long term in mind. Regular, meaningful meetings with clients are essential to us building lasting relationships.

We provide advice on all financial planning matters. This includes mortgage finance, Equity Release, investments, pensions, Auto Enrolment, life and health protection and group schemes.