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Our Story

What makes Planned Future stand out?

Our long-established relationship with 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.

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.

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 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. 

Trusted By

Some Planned Future clients

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