


plan-to-retire Revenue
Financial Services • Doncaster, England, United Kingdom • 1-10 Employees
plan-to-retire revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at plan-to-retire
Paul Foster
Director and Financial Planner
Company overview
| Headquarters | 22 Castlegate, Tickhill, DONCASTER, South Yorkshire DN11 9QU, GB |
| Phone number | +4410885918 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advice, Equity Release, Pension Transfers, Mortgage Finance, Pensions And Auto Enrollment |
| Founded | 2001 |
| Employees | 1-10 |
plan-to-retire Email Formats
plan-to-retire uses 2 email formats. The most common is {first name} (e.g., john@plan-to-retire.co.uk), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@plan-to-retire.co.uk | 75% |
{first name}.{last name} | john.doe@plan-to-retire.co.uk | 25% |
About plan-to-retire
We are a regulated investment firm providing advice from a Pension Transfer Specialist and Certified Financial Planner. The practice was created in 2001 when Paul left a National Firm of Accountants with a simple concept of providing holistic advice, via a code of practice as laid down by the Institute of Financial Planning. This long term approach provides clients with regular and meaningful meetings with one adviser, with the aim of building a lasting relationship between client and firm.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
plan-to-retire has never raised funding before.
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