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  

With almost over a decade of experience within financial services, Clair is able to support her clients through all stages of financial planning from obtaining their first mortgage to later tax, retirement, investment and legacy planning.

Who Are Planned Future & Skerritts 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 associated company Skerritts IFA. Since Richard Skerritt founded the company from his home office in 1990, Skerritts has been a family-led business offering reliable and credible financial guidance from qualified chartered financial advisers.