To improve the Financial and Mental Wellbeing of workers while operating for the benefit of all stakeholders, including customers, our staff and the community.
John Chadwick founded Chadwicks Independent Financial Advisers from his back bedroom in Mold, North Wales.
Chadwicks IFA relocated to The Steam Mill in Chester due to the expansion of our team.
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.
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.
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.
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.
Planned Future’s financial wellbeing portal won Finance Advisory Platform of the Year at the CorporateLivewire Innovation & Excellence Awards 2024.
Planned Future’s Money Guide Service provides help and support with one or more financial issues you have in the form of guidance, information, signposting and considering your options.
We’ve achieved great results for 100’s of employers throughout the UK — We’re proud to be built on recommendation.
We believe the best people to provide financial guidance at seminars are IFAs who are authorised and regulated by the Financial Conduct Authority (FCA).
Our mental wellbeing trainers are all carefully selected as experts in their own field.
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.
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.
