Plan Money

Finance · United Kingdom · 1-10 Employees

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Overview

Headquarters

Bentley House Forge Ln, Colchester, Esse...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Plan Money

Plan Money is an award-winning team of financial advisers that provides independent advice and personal service to families, individuals, and business owners. Their services include retirement planning, investment planning, inheritance tax planning, mortgage advice, equity release, later life planning, personal and family protection, and business financial planning. They aim to help clients make informed financial decisions and achieve financial freedom throughout their lives. Based in the UK, Plan Money is authorized and regulated by the Financial Conduct Authority.Explore more
Plan Money's Social MediaPopular SearchesPlan Money LtdJoanna Oxley - Independent Financial AdviserPlan MoneySIC Code 62,628NAICS Code 52,523Show more

Plan Money Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan Money

<$5M
1-10
Private
-
-
SS
Shrey ShahFinancial Planner
<$5M
1-10
Private
-
1978
N/A
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Plan Money is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plan Money is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plan Money.

Plan Money Tech Stack

A closer look at the technologies used by Plan Money

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Frequently Asked Questions Regarding Plan Money

What is Plan Money's official website?
Plan Money's official website is www.plan-money.co.uk
What is Plan Money's Revenue?
Plan Money's revenue is <$5 Million
What is Plan Money's SIC code?
Plan Money's SIC: 62,628
What is Plan Money's NAICS code?
Plan Money's NAICS: 52,523
How many employees does Plan Money have?
Plan Money has 1-10 employees
What industry does Plan Money belong to?
Plan Money is in the industry of: Finance, Securities Trading
What is Plan Money competition?
Plan Money top competitors include: Tower Hill Associates, Friar Gate Independent Financial Services, Star House Financial Services, ASC Financial Solutions
What technology does Plan Money use?
Some of the popular technologies that Plan Money uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
What does Plan Money do?

Plan Money is an award-winning team of financial advisers that provides independent advice and personal service to families, individuals, and business owners. Their services include retirement planning, investment planning, inheritance tax planning, mortgage advice, equity release, later life planning, personal and family protection, and business f... inancial planning. They aim to help clients make informed financial decisions and achieve financial freedom throughout their lives. Based in the UK, Plan Money is authorized and regulated by the Financial Conduct Authority.Read More

What are Plan Money social media links?
Plan Money Linkedin page Plan Money Twitter page Plan Money Facebook page
Is Plan Money a public company?
Plan Money is private company therefore does not currently have an official ticker symbol
See more information about Plan Money

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