Planned Future

Our Mission

To improve the Financial and Mental Wellbeing of workers while operating for the benefit of all stakeholders, including customers, our staff and the community. 

Our Story

1997
Chadwicks IFA

John Chadwick founded Chadwicks Independent Financial Advisers from his back bedroom in Mold, North Wales.

1998
Relocation

Chadwicks IFA relocated to The Steam Mill in Chester due to the expansion of our team.

2014
Planned Future

John Chadwick founded Planned Future as a sister company to Chadwicks IFA. Chadwicks acquired Corporate Chartered Status. Chadwicks has provided numerous financial education seminars to public and private sector employees over the years. Planned Future was set up as a training company to separate the financial advice and training functions. 

2017
London Universities

Chadwicks IFA was awarded a contract to provide pensions and tax advice to the university staff of six of the largest London based universities. Planned Future organises and delivers financial education events for the staff of these universities. This was a major contract which was awarded due to our extensive and detailed knowledge of public sector pension schemes.

2023
Chadwicks IFA Acquisition

Chadwicks IFA was sold to Skerritts - a national firm of Chartered Independent Financial Advisers. John Chadwick now devotes all his working time to expanding the capacity and reach of Planned Future. We are working towards B-Corp status to reflect our mission of operating for all company stakeholders. 

2024
B Corp

Planned Future’s commitment to elevating people and the planet to the same level as profit was recognised in April 2024 when it became part of the B Corp™ community.

2024
Award Winners

Planned Future’s financial wellbeing portal won Finance Advisory Platform of the Year at the CorporateLivewire Innovation & Excellence Awards 2024.

 

Workplace Financial & Mental Wellbeing Education Specialists

We’ve achieved great results for 100’s of employers throughout the UK — We’re proud to be built on recommendation.

Why Planned Future?

Qualified Speakers

Financial Wellbeing

We believe the best people to provide financial guidance at seminars are IFAs who are authorised and regulated by the Financial Conduct Authority (FCA).

  • IFAs are required to pass examinations to Diploma Level 4 standard and many have progressed beyond this minimum standard.
  • IFAs are required to complete 35 hours of Continual Professional Development (CPD) every year to keep their knowledge up to date.

Mental Wellbeing

Our mental wellbeing trainers are all carefully selected as experts in their own field.

  • Each trainer must satisfy our rigorous trainer assessment criteria.
  • Our Mental Health First Aid (MHFA) trainers are all accredited by MHFA England. 

Our Feedback

We gain feedback on every single programme and workshop that we run and we make sure to listen and adapt our services based on this. This has lead us to receiving some of the greatest feedback scores in our industry.

National Coverage

Whether you are a small business looking for a one off workshop or a national employer with offices throughout the United Kingdom, our team will be sure to build your programme to make sure all employees benefit. 

Who we've worked with

See what our customers say

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive, and I believe provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Untitled design (49)
Bournemouth Uni
Retirement & Mid-career seminars
Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
Bangor_University_Logo
Bangor Uni
Financial Planning and Pre-retirement Planning seminars