Whether you are looking to action a specific need or simply want the peace of mind that comes from knowing your finances are in good shape a financial health check from our financial advisors will give you that peace of mind.About your Financial Journey
Investment & Savings
You work hard for your money. Ensure your money is working just as hard for you with our saving and investment advice. With so many options available Plan Review have the expertise and experience to ensure you make the right decisions.
In life you never know what happen. You need to have protection in place to ensure you and your family are covered if things go wrong. we will ensure you not only have the appropriate protection but also the right level of protection to meet your needs.Learn Personal and Family Protection
Setting up your pension is one of the most important financial decisions you will make. At Plan Review we have the experience to ensure your pension is as tax efficient as possible & will met your needs in retirementLearn more about Pensions
Why use a Financial Advisor?
Financial Planning & Coaching. Our mission is to help you make smart choices with your money giving you more time to enjoy life, reassured by the peace of mind and clarity we’ll give you over your financial future at different life stages.
More Wealth, More Life, More Choice.
Doing the right thing, at the right time..
Roy Keane once famously said that ‘Failing to Plan, is Planning to Fail’. Most of us would agree, but because of the pressure of modern day life, most are just too busy getting on with the day to day and don’t have the time or resources to see it through.Without a plan, it’s difficult to achieve much. Even a simple road trip requires planning; fill the car with petrol, decide where to stop for rest breaks, make sure the breakdown service company’s number is to hand. Although obvious, it still has to be planned beforehand. But how much forethought do we put into our financial life? As financial advisors with years of experience let us do the heavy lifting leaving you time to do what you do best. We don’t just give you a plan, we ‘Stay on the Pitch’ helping you implement the plan. READ MORE
A simple idea that if followed will ensure your financial stability for the rest of your life.LEARN MORE
- WHAT IS A FINANCIAL ADVISOR
- HOW MUCH DO FINANCIAL ADVISORS COST TO HIRE?
WHAT DOES A REALISTIC FINANCAL BUDGET LOOK LIKE?
- HOW MUCH DEBT IS TOO MUCH DEBT?
HOW SOON DO I NEED TO START SAVING FOR RETIREMENT?
HOW MUCH MONEY SHOULD I HAVE IN AN “EMERGENCY FUND”?
Who We Help
Retirement Planning, Business Planning, Family Planning, Divorcee, Widow, Financial Planning plus banking & budgeting review.
Most people assume that financial planning is difficult, complicated and exhausting. It is not, if you do it correctly, actually it is pretty easy. Example – Do not put all your eggs in one basket, have three, a security basket, retirement basket and dream basket. Watch my videos to show how just 1 hour per day could achieve this.
Money is no longer this big black cloud that I avoided because I didn’t get it, Kevin put the basic into terms that I understood. Meeting Kevin allowed me to put into perspective the big picture of my money and where I want to be down the road. I’m in much greater control of my money, which gives me greater control over my life.
It was such a relief working with Kevin, honestly before I didn’t think I could ever afford to do things important to me, but how could I afford not to. Now I feel so much more relaxed knowing I am planning for the important things. I learnt how to take charge of my finances & you will never go back, It is a wonderful feeling