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Plan Invest Group Limited

People of substance

Plan Invest is owned and controlled by its directors and employees – no other parties are involved. A significant
benefit all our clients enjoy is a long and stable relationship with their adviser; the average length of service with the group is over 10 years.

Equally as important as continuity of service, is professional competence. To provide holistic advice, our advisers have to be as technically qualified as is possible. Furthermore, our advisers are not just generalists; each has professional qualifications in their chosen field – be that investment, insurance, pensions or mortgages.

Another marked point of difference is the way we conduct business. Our advisers advise – they don’t sell. Having provided advice, it is then entirely the client’s decision whether they follow our recommendations or not. The foregoing constitutes some of the reasons why clients are attracted to the Plan Invest Group and why so many elect to stay with us for life.

 

A service of substance

We are able to offer friendly and expert advice on almost every aspect of financial planning for private

individuals, partnerships and corporate entities.

In broad terms, our people can counsel clients on investments, pensions, life assurances, mortgages and IHT planning. It’s worth noting that our views on such matters are deemed to be so authoritative that they are regularly published in many of the UK ’s top financial journals.

Although technical knowledge is of course essential, the other side of the coin is attention to detail, which is a subject very close to our hearts. For example, our bi-annual investment reports are far from standardised, we prefer instead to write a bespoke report for each client. New technology and our website ensure that we are in a position to respond quickly and accurately to clients’ questions and requests.

And when a client requires a meeting, we’ll bend over backwards to fit in with their preferred location, date and time.

 

 

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