These sessions are of no cost to you and participation is voluntary. Individual sessions will be scheduled in 30-minute slots and you are encouraged to address any enquiries or concerns regarding your personal financial situations with expert guidance from a financial adviser. Our advisers are equipped to assist with a range of topics including; financial protection, investment, estate planning, pension planning, making a will, ISA’s, retirement planning, daily financial planning, borrowing and long-term care considerations. To ensure optimal utilisation of the allotted time, we encourage attendees to prepare specific questions in advance.   

Should further consultation be desired, employees are eligible for a further complimentary session at a mutually convenient time if further work is revealed.  

Your Financial Adviser  

Robbie joined the team at Chadwicks IFA in January 2020 having previously spent over 15 years working with retail customers and commercial clients in tailoring financial solutions to their needs. Robbie’s experience has led him to believe that communicating in a clear and concise manner, which is easily understood is paramount to building and maintaining ongoing relationships with clients. During his time within the Financial Services Industry, Robbie has attained his diploma in Regulated Financial Planning and plans to continue with his studies towards gaining chartered status. 

Who Are Planned Future & Chadwicks IFA?  

At Planned Future we are committed to improving workplace wellbeing. We offer an extensive range of webinars, resources, and workshops to cover a wide spectrum of topics concerning both financial and mental health in partnership with our sister company Chadwicks IFA. Established in 1997 by John Chadwick, Chadwicks IFA is a distinguished Chartered Firm of Independent Financial Advisers. We collaborate with organisations to provide accessible and high-quality financial education to employees. You can be assured your wellbeing is our utmost priority.