Planned Future

Customer reviews

Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
Bangor University
Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Bournemouth University
The sessions were extremely well received and staff appreciated the variety of speakers, including speakers from LGPS, and the quality of information provided. They made a rather dry topic lively and interesting. The sessions were impartial and we would certainly use Planned Future to deliver financial planning workshops for our staff again.
Careers Wales
Planned Future provided our workforce with a Retirement Planning Workshop. This helped colleagues to develop the knowledge needed to plan for retirement, investments and pensions – and the confidence to speak with relatives about wills and power of attorney. The feedback was highly favourable and attendees reported that they found the workshop to be very valuable. We are happy to recommend Planned Future.
Midlands University
Planned Future were really easy to work with and both seminars (Retirement & Mid-career financial planning) were well run with trainers providing substantial and in-depth knowledge on a variety of topics. These seminars generated interesting discussions and provided many useful new insights for delegates to take away.
Oxford City Council

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