Description
Plan Invest Group Limited and Plan Insure Limited are dedicated
to providing clients with friendly, independent financial advice
of the highest integrity and quality, based on the expertise of
approachable and experienced individuals within our company.
Privately owned by its working directors and based in
Macclesfield, the Group continues to develop both organically and
by acquisition.
For over 25 years, Plan Invest Group has been providing clients
with advice on Investments, Pensions and Life Assurance.From our
head office in Macclesfield, Cheshire, our friendly teams of
highly qualified advisers offer totally independent financial
advice.
The Group remains under the ownership and control of its
directors and employees. Staff loyalty is unrivalled - the average
length of service with the Group is 8 years. Our three female
advisers have over 50 years of experience between them.
New technology and our recently launched own website ensure
that the Group responds quickly and accurately to any client’s
request.
We pride ourselves on a personal service and continue to
develop our enviable press profile - we are regularly asked to
give expert advice and analysis to the UK ’s top financial
journals. A Balanced Approach
Our comprehensive and personalised portfolio management service
covers a whole range of investment opportunities. Our investment
advisers currently manage more than £85million. The key to
the success of any portfolio is a balanced approach. We carefully
research,assess and select only those products and strategies that
meet your financial objectives. This means your money is always
working at its best for you.
An Ongoing Commitment
Our Investment Division manages the day-to-day running of your
portfolio. We review and make adjustments where appropriate, based
on agreed strategies.We keep you fully informed through regular
review meetings, half-yearly statements and year-end summaries -
all entirely without jargon.
Unit Trusts and Investment Trusts
We have a quantitative and qualitative screening process to
ensure that the funds and managers with whom we invest, are the
best available. We believe that collective investments offer the
most practical solution for the majority of investors, but we
consider it prudent to keep close links with stockbrokers to
ensure that any advice relating to direct equity holdings is made
available to all our clients. 
Pensions
Covering individuals, partnerships and corporate entities, our
advice encompasses both insured and self-administered pension
schemes. We are also authorised to undertake Pension Transfers.
- Personal Pension Plans
- Executive Pension Plans
- Group and Company Schemes
- Stakeholder Pensions
- Group Risk Benefits
- Retirement Planning
- Pensions and Divorce (G60-qualified advisers)
- Close links with Actuarial Firms for Small Self-Administered
Schemes. - Self-Invested Personal Pensions using our considerable
in-house
investment expertise
Service and Research
Our IT systems allow us to keep a constant check on the
performance and charges of insurance companies for a wide variety
of products. More importantly we can project the true long-term
value of your total pension benefits.This is of particular
interest to clients who have benefits from more than one source.
Income in Retirement
We offer a complete Consultancy Service to deal with the purchase
of a wide variety of annuities. We offer advice on each scheme
available - for example, Phased Retirement and Income Drawdown. | 
