Unavailable for contact through VouchedFor
Based in Manningtree
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am sure most people in my profession say this, but I really do mean it when I say "I enjoy my job". I have a passion for helping people and assisting people with their financial planning needs as it can be life changing, and this is the part I enjoy the most. The main areas of planning I tend to work in are:- wealth / cash flow management, pre and post retirement planning and later life advice. The company I have chosen to work with is Plan Money. There are a small local firm and have the same ethics and principles as me. Plan Money is a small team of award winning independent financial advisers who offer a personal, single point of contact for all financial planning matters, backed up with a strong team support ethic.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kay's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Plan Money Ltd © is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register) under FRN 605911. Plan Money Ltd © registered address is: Bentley House, Forge Lane, Gt Bentley, Colchester CO7 8GD. Registered in England and Wales No: 5583593.