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Planned Future

Workplace Financial Wellbeing

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  • enquiries@plannedfuture.co.uk
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Money Guide Service

Speak to a Money Guide and get help and support with one or more financial issues you have in the form of guidance, information, signposting and considering your options.

The Money Guide Service from Planned Future offers a video or telephone meeting with an experienced Money Guide who’s information can empower you to make your own informed financial decisions.

Book a Money Guide Meeting
Money Guide Service FAQs

Initial Meeting

Book an initial 30 minute meeting so you can explain your issues to your Money Guide. You may not need any further meetings if your question can be easily answered.

No Issue too Small

No issue is too small or insignificant to benefit from the Money Guide service. Financial advisers may only wish to engage you as a client if you have a certain minimum to invest.

Your Decision

You are fully responsible for taking your own financial decisions, but with informed verbal support to make decisions which are right for you.

If you are an Employer booking a Money Guide for your team click here

Case Studies

How Can We Help?

See how our personalised one-to-one money guidance has made a real difference in the lives of our clients. From budgeting and debt management to investing and financial planning, our case studies highlight the practical steps we’ve taken to help individuals regain control of their finances and achieve their financial goals.

Read Case Studies

Hear from our clients

Our clients love working with us, just read what they have to say!

"Planned Future is the kind of financial guidance you always wanted but never knew existed. John helped me make crucial decisions about finances that protected my income and saved me on tax. But I also feel confident I can grow my financial knowledge on this journey and build my confidence to change my own money story"
NinaMoney Guide Client
"John approached our conversation with consideration, sensitivity and patience and helped identify clear actions and resources to start saving more effectively. I'd highly recommend Planned Future - they are approachable and practical"
Hannah MMoney Guide Client
"I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!"
AashniMoney Guide Client
"I was given lots of useful guidance on platforms I'd not heard of, and fund options I could research. I'd thoroughly recommend John and Planned Future as its a win-win in terms of what I got from this consultation and will consider using his paid service again in future. The paid service offered is very competitive"
NathanMoney Guide Client
My appointment with Planned Future was very helpful. I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.
Sarah Money Guide Client
Had a Teams meeting with John. I found John’s information very useful which will help with decisions I want to make for my future. The meeting was very prompt with clear instructions, both before and after. I would highly recommend using this service
Brenda Money Guide Client
The Money Advice meeting far exceeded my expectations! John was excellent and able to quickly grasp my situation and helped me think outside the box. I felt clearer and lighter after talking to him and that options are open to me. It was definitely worth making a small payment for the meeting - much better than previous free consultations with Pension Wise for example.
SuzanneMoney Guide Client

Meet the Money Guiders

Although our Money Guiders are not Regulated Financial Advisers, they all have extensive experience in the personal finance arena. This includes planning for retirement, defined benefit & defined contribution pension options, savings & investments and many other areas.

John Chadwick

Money Guide

George Callaghan

Money Guide

Martin Higginson

Money Guide

Money Guide Enquiry Form

Request an initial meeting 30 minute meeting with a Planned Future Money Guide. Once you submit the form, our friendly team will assess your requirements and get in touch to arrange a suitable date/time for your meeting.

You can withdraw this consent at any time, by contacting us, or by selecting ‘opt out’ from the bottom of any marketing emails or SMS messages we may send you.

For more information as to how your personal data will be processed, please visit the Planned Future privacy policy.

By clicking on ‘submit’ you confirm that you would like the opportunity to discuss your own financial circumstances with a Money Guide from Planned Future and that you consent to Planned Future processing your personal data (as set out above) for that purpose.

You can remove consent for the appointment by either clicking to cancel or by replying to the email that you have received.

FOR EMPLOYERS

Money Guide Service for your employees

If you are an employer and want to offer the Money Guide Service for your employees, please complete the form and we will be in touch with more information. 

BLOG

The Benefits of One-To-One Money Guidance

Navigating personal finances can be overwhelming. Whether you’re wanting to learn more about the basics of finances, managing investments or planning for retirement, the guidance of an expert can be invaluable.

Read blog
What is the Money Guide Service?

Guidance, information, signposting and considering your options in relation to one or more of your financial issues.

What topics can you help with?
  • Retirement planning
  • Employer and Personal Pension scheme options and explanations
  • Savings & investing for the medium to long term
  • Budgeting and money management
  • Student debt
  • Mortgage planning
  • Protection planning
  • IHT and Estate Planning
  • Wills and Power of Attorney
  • Signposting to consumer products and services including savings, investments, and pensions
  • Second opinion and explanations on financial advice you have received 
How much does the Money Guide Service cost?

The initial half-hour meeting with your Money Guide costs just £25. Further Money Guide time is chargeable at £90 for half an hour and £180 for an hour. All prices are inclusive of VAT. 

How is the Money Guide Service delivered?

By video or telephone meeting.

Will my question be answered in the first meeting?

Potentially, if there is a quick and straightforward answer or signposting, this can be done in the first meeting. Usually, further research and a follow up meeting is necessary, which is chargeable.

Do you give financial advice?

No, we are not Regulated Financial Advisers and legally we are unable to give specific advice or personal recommendations. We can refer you to an Independent Financial Adviser if this is appropriate.

Who are the Money Guiders?

Although our Money Guiders are not Regulated Financial Advisers, they all have extensive experience in the personal finance arena.
This includes planning for retirement, defined benefit & defined contribution pension options, savings & investments and many other areas.

Schedule your Money Guide Meeting

Book Now