Plan To Retire Reviews 34

We could 100% recommend Kyle at Plan to Retire. Although myself and my husband Mark had very different requirements from our pension pots and retired at different times, Kyle was brilliant with his advice and recommendations. At no time did we feel pressured and our meetings with him were very relaxed. Consequently we took his advice and are very happy with the outcome.

When you retire !! If you want to get Pension Credits !! Don't have any occupational pensions !! AS YOU WILL NOT QUALIFY FOR PENSION CREDITS !!!!
Even £1 over disqualifies you ???
TRUE ????

I would like to thank Kyle at Plan-to-Retire for making the process of pension jargon easy to comprehend. He listened to what I required, showed me the options with patience and gave me a retiring plan which I wanted. What more could you ask for? Thanks Kyle. Mrs Edwards, Doncaster

I have always considered myself financially aware however when it came to planning for my retire I would not have been able to retire so soon if it had not been for the advice that Kyle provided me.
From our first meeting Kyle put us at ease with his friendly approach, listening to our concerns and hopes.
At the second meeting we heard Kyle’s advice for the future as he explained everything in detail.
At no time did we ever feel under any pressure to take the advice on offer, which is always for me off putting.
Kyle is a genuine man who has a warm personality who you can trust to look for your best options.
I decided to take Kyle’s advice and have now retired!

I would 100% highly recommend Plan-to- Retire, particularly Kyle Hopkins!. If you need any financial advisor, look no further.

I needed advice on my pension investments and Consolidation. The advice, knowledge and commitment to getting me the best plan with investment risk that suited me was nothing sort of amazing.

Kyle Hopkins is personable, knowledgeable, patient, helpful, and explains things to you in a way that you can actually understand pensions after talking with him & you feel that you have found someone who cares about their clients and is great at what they do, so the trust is instantly there.

The first sessions of advice are free and in the event you choose to proceed, fees are so reasonable for the quality of service provided (and I spoke to a few advisors who wanted to charge extortionate amounts).

There is no big sell to try to get you to do anything and you know you have all the time you need to make a decision or not proceed if you choose to, which is so important when making huge decisions on something that will ultimately be paying you in retirement.

All in all, a 1st class service from a trustworthy and caring company. You’ll be in good hands with them.

Excellent service very knowledgeable and helpful looking after my pension

Very friendly and professional service. Extremely helpful and explained everything in simple terms. Huge thanks to Kyle and Paul.

From first contact with Kyle, it was a pleasure to engage him as my financial advisor. Our subsequent face to face meetings proved to be fulfilling, enlightening and factual. My purpose was pension advice for a suitable flexible drawdown product, Kyle conducted himself very professionally on my behalf, and i was more than happy for him to setup my new drawdown pension. All the work was done in a timely manner and any queries I had were responded to quickly. I would thoroughly recommended Kyle as a Financial Advisor

Great experience working with Kyle, who was my mortgage broker.

I had a very complicated mortgage case, and Kyle showed great knowledge of options and perseverance to find an offer in difficult circumstances. I wouldn’t be moving house without him!

Kyle was very hard working, empathetic, extremely effective and always responsive (even on holiday which was much appreciated!).

Great company to work with, would definitely recommend!

I would like to write a review about Kyle Hopkins. He has always been approachable and responsive to my every question.

He has made an exciting but also challenging time of buying my first house a much more calm experience.

His knowledge and expertise has given me confidence in the whole process and he has always offered realistic advice and support. I would definitely recommend his services in the future.

Found them to be both knowledgable and trustworthy. Certainly willing to look at all options and advise accordingly.

Kyle has helped me to restructure my pension portfolio. It's not been a straightforward set of circumstances, but Kyle has made it easy for me. Always explaining in clear and easy-to-understand terms. I can highly recommend using Plan to Retire.

Excellent advice, worked extremely quickly to meet end of year deadline. Everything ran smoothly and easy to understand. Would definitely recommend.

Didn't know who to trust or where to start with pension advice but Plan to Retire were fantastic.The meetings were professional, not pushy, and more importantly information was relayed in a language I could understand so I feel confident with all the information that I made my own decision. Special nod to Kyle.
Definitely recommend this company even if its just for a chat.
Mrs M Griffiths

Very experienced and helpful.
Patiently helped me understand the best way to sort my pension.

It never gave up when some times it seemed like things would through

We found looking at our pensions and finances planning for our retirement daunting. Paul was recommended to us by a friend and we were so grateful. After our first meeting with Paul we could tell he was the right person for us. He made us feel at ease with his relaxed manner and respected our lack of understanding of pensions and finances explaining this mine field at a level we understood.
He reassured us that our dreams were possible and has continued to support us over the past 4 years.
Finally we highly recommend Paul and the team at Plan-to-retire.

This company is for todays marketplace, the road of desktop to desktop relationship we have being down.........simply the best..........!! thanks Kyle.

Stepping into this mysterious world of finance and pensions is a massive leap of faith, we have all seen the TV ads. Kyle has guided us through listening, advising and delivering at every stage. At the end of it all, we can see where and how our funds are invested, none of the cash touches Plan to Retire. Wholeheartedly agree with the other reviewers. Thanks guys.