Plan Invest Group Limited

Forward looking, forward thinking and in every respect, a company of substance.

Established in 1974, we were one of the first firms in the UK to specialise in providing independent and comprehensive financial advice. As a consequence, we’ve advised clients in all types of general economic conditions and indeed helped them through some of the more challenging times.

We remember when the rate of inflation was over 24% in 1975; in 1980 we witnessed interest rates hit 15%+ and of course we here when PEPs were introduced in 198*. There are very few IFAs who have that depth of experience or preside over a business of comparable durability.

Today, the group comprises two entities – Plan Insure Limited and Plan Invest Group Limited. Plan Insure advises clients on matters such as life assurance, protection, pensions and mortgages; Plan Invest Group assumes responsibility for all investment advice and management.

We are ambitious and we intend to expand, but we will only do so, as and when we believe the time and circumstances are right.