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Financial Wellbeing Clinics

Financial Wellbeing Clinics

Planned Futures financial wellbeing clinics allow your employees to speak with a qualified financial planners on a one to one basis. The clinics allow employees to discuss any financial worries, plans for the future among other more specific topics. 

Financial Wellbeing Clinic Topics

The clinics can help employees with:

  • Personal budgeting
  • Lifetime & Annual allowance
  • Investments
  • Pensions
  • Estate planning

A bit more about

The Financial Planners

When offering your employees access to a financial wellbeing clinic, it is important to be sure of the planners qualifications. All of our financial planners hold as a minimum a diploma in financial planning. Additionally we also work with a a range of Chartered Financial Planners, some of which you can see below. 


Chartered Financial Adviser

Kate Pierce, Charted financial adviser in circle portrait


Chartered Financial Adviser


Chartered Financial Adviser

What our clients say

Customer Reviews

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