0844 967 2567

Our Story

What makes Planned Future stand out

With the backing of our sister company –  Chadwicks IFA, a Chartered Firm of Independent Financial Advisers established in 1997 by John Chadwick allows us to pass on our expertise and knowledge during our financial wellbeing programmes. Our approach brings together qualified speakers who are experts in their own fields.  Working closely with a select few financial advisers allows us to reach an audience scoping the UK.


Chadwicks IFA

Workplace Financial Wellbeing & Education Specialists

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

Would recommend to a friend or colleague 99%
'Completely satisfied' with the workshops content 89%
Found the presentation 'highly engaging' 89%
Speak to a member of our team

Why Planned Future

Qualified Speakers

We believe the best people to provide financial information, guidance and advice at seminars are IFAs who are authorised and regulated by the Financial Conduct Authority (FCA). Qualified IFAs are required to pass examinations to at least Diploma Level 4 standard and many have progressed beyond this minimum standard. IFAs are also required to complete 35 hours of Continual Professional Development (CPD) every year, which is relevant to their Development Action Plan.

Our Feedback

We gain feedback on every single programme and workshop that we run. But we also listen and adapt taking on our clients feedback. This has taken us to receive some of the greatest feedback scores in our industry. 

National Coverage

Whether you are a small business looking for a one of 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. 

Choosing Planned Future for your Financial Wellbeing Programme


The number of people that have attended a Planned Future workshop between April - November 2019

Would like to learn more?

If you would like to learn more about implementing a financial wellbeing programme for your employees, just let us know, we would be delighted to help. 


0844 967 2567