Find out more about our workplace financial education seminars & courses. A variety of workshops from early career financial education up to pre-retirement.
Would you like to promote financial wellbeing to your employees? See how we can help with a bespoke programme.
Need something a bit more long term? Find out more about our online portal that gives access to financial guides, guidance, calculators and more.
A few things we’re great at
Planned Future are specialist providers of financial wellbeing at work and workplace financial education. Take a look below to find out how we can help.
Some key facts
We take our feedback seriously and learn from it. This has helped us to receive some of the highest feedback scores in the industry.
Some Of Our Team
John oversees the running of Planned Future and sister company Chadwicks IFA
Bal spends his time visiting new and existing organisations looking to support their staff with financial education
Clair makes sure the office in run smoothly, keeping an eye on the administration and HR
Wlakek helps to run and manage individual events covering life impacts of retirement or redundancy
Ian helps with Retirement and Redundancy seminars to support people in the psychological and social aspects
Denise facilitates our seminars and covers the psychological impacts at a time of change
James works closely with organisations we support to make sure the events run smoothly
John covers life impacts to go along side financial implications for employees in specific situations
Keep up to date with Planned Future and our upcoming seminars & courses