Planned Future

About us

We are able to provide all of our services to businesses throughout the UK. This includes webinars and onsite workshops.

Our Events

We use only qualified and experienced speakers to present to your employees. Our Financial Advisers hold as a minimum a diploma in regulated Financial Planning and also include Chartered and Fellow Financial Advisers. We also use Money Coaches for specific events who are both experienced and qualified, these speakers are supported by our team of Financial Advisers. 

Yes, our team are able to organise workshops onsite at your business if you are based in the UK. 

There are a few factors that will determine the cost. For example, where you businesses is based, the type of event, and also whether you want a webinar or onsite workshop. You can request a cost by completing the form at the bottom of this page.

If you want to support your employees financial wellbeing but don’t know where to start, just complete the form at the bottom of the page and a member of our team will be happy to discuss the options. 

Depending on the event, we have different recommendations for how many people should attend. This ranges between 20-50 to help keep the event engaging. However, this is just a recommendation and we can cater for much larger groups. 

We organise our webinars using ether Zoom, Google Hangouts or Microsoft Teams.

Financial Wellbeing Platform

The cost will vary depending on the size of your business, the length of contract and a few other points. Complete the form at the bottom of this page to receive an accurate cost. 

  • Employees can ask unlimited questions to a team of Qualified Financial Advisers
  • Financial guides with new guides being added every month
  • A range of videos to help explain specific financial topics
  • Financial calculators to help plan for the future
  • Specific sections to help employees find out more about financial topics

We take the security of our Financial Wellbeing Platform extremely seriously. Our team have produced documentation that explains the steps we take to make sure your platform is secure and reliable. You can request this by completing the form at the bottom of the page. 

Have an Unanswered Question?

Complete the form and a member of our team will be in contact to answer your question.