Kay Fisher - Later Life Independent Financial Adviser at Plan Money

Kay Fisher - Later Life Independent Financial Adviser at Plan Money

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Independent Financial Advisor, passionate about looking after your future. No endorsement is implied by sharing items, they are for information purposes only.

Care fees funding advice
Retirement planning advice - pre & post retirement
Equity Release
Wealth preservation / accumulation
Inheritance tax planning
Personal and Business Protection

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No comment or item shared is deemed financial advice.

ISAs vs Pensions: the IFA's View 29/03/2023

Plan Money is featured in Morning Star. Worth a read. It focuses on pensions and ISAs.

ISAs vs Pensions: the IFA's View I spoke to Peter Chadborn, an IFA at Plan Money, whether the March Budget has shifted the landscape of saving for retirement

Stroodcam.co.uk – See when you can cross the strood 02/03/2023

I have made it. I am now on Strood Cam :-

Stroodcam.co.uk – See when you can cross the strood Home Page Today’s Tide Times When can you cross? Tide heights are affected by the weather and can surprise you. If you absolutely must get across, and the predicted tide height is 4.9m or above, allow about 1 hour either side of the high tide time. Allow an extra 30 mins if it is over 5.5m. The bi...

Colchester Foodbank prepares for 'most difficult' Christmas on record 22/11/2022

This time the team at Plan Money are in the Gazette. No Christmas cards this year, but instead the money has been donated to the Trussell Trust. So proud of the team.

Colchester Foodbank prepares for 'most difficult' Christmas on record THE Colchester Foodbank has predicted a worrying spike in demand over the festive period, as for the first time in history, demand is outweighing…

Inflation, wars, a tech boom: are your investments ready for anything? 01/03/2022

We are in "The Times" today regarding - Inflation, wars, a tech boom: are your investments ready for anything?

Inflation, wars, a tech boom: are your investments ready for anything? If there is one thing that is certain about the stock market, it is that it does not like uncertainty.With so many burning questions around — when, and at what

12/10/2021

Congratulations to Susanne Grimwade, Head of Wills, Life Planning and Probate who has been recognised in Legal 500 2022 Rankings as a Leading Individual.

Testimonials describe her as "professional, knowledgeable, caring and compassionate. A rising star" as well as "a stand out individual".

Read more about the rankings here: https://www.fjg.co.uk/blog/legal-500-2022-rankings/

What is Lifestyling? 21/09/2021

Plan Money are in the press again today. This time it is about LifeStyling - what is it?

What is Lifestyling? You may not be aware that your company pension scheme reduces your risk exposure as you get older. Here's what you need to know about lifestyling

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