PLAN MONEY LIMITED
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- Plan Money Ltd, Bentley House, Forge Lane, Colchester, Essex, CO7 8GD
Plan Money Limited, FCA registered under number 605911, offers a comprehensive range of financial services including funeral plans, life insurance, investments, pensions retirement advice, and expert financial planning. Located in the vibrant town of Colchester, Essex, this trusted firm extends its bespoke services across the surrounding regions from their Bentley House, Forge Lane base. Plan Money prides itself on delivering regulated advice with a client-driven approach, ensuring every individual's unique financial needs are met. With a distinct focus on assisting local families and businesses alike, they are renowned for their professional yet friendly service that simplifies the complexities of financial decision-making with ease. Discover the difference that Plan Money Limited brings to your financial journey today.
Their team includes 7 financial advisers and 2 mortgage brokers. Check FCA registration here.
PLAN MONEY LIMITED are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Life Insurance
- ✔ Funeral Plans
Directions to PLAN MONEY LIMITED from the Motorway
- From the A12, take the B1029 exit towards Dedham, Stratford, and St. Mary. Turn right onto Dedham Rd/B1029 and continue to follow B1029.
- Turn left onto Dedham Rd/B1029 before merging onto Ipswich Rd/A12 via the ramp to Colchester/B1029. Continue to follow A12. Make a slight left onto the A1232/A120 ramp heading towards Colchester, Ardleigh, Harwich, and Clacton.
- At the roundabout, take the 1st exit onto the A120 (E) ramp heading towards Harwich, Clacton, and A133. Proceed onto the ramp leading to A120. At the subsequent roundabout, take the 4th exit onto Harwich Rd.
- Make a left turn onto Frating Rd/B1029 and follow B1029. Keep to the left to continue on Great Bentley Rd. Then, make a left turn onto Thorrington Rd. Maintain a slight left to stay on Thorrington Rd.
- Finally, turn left onto Forge Ln. Your destination will be located on your right.
List of advisers under PLAN MONEY LIMITED:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.