The people who make it happen
John has organised and delivered numerous retirement, redundancy and mid-career financial planning courses for employees of public and private sector organisations. These have ranged from BAe Systems, BNFL, HMRC, NHS to Colleges and Universities, Local Authorities and Civil Service Departments.
A graduate of the University of London, John is qualified as a Chartered Financial Planner.
John lives in Flintshire with his partner Jennie and their two dogs, ranging from a German Shepherd to a Chihuahua. Outside of work, he enjoys hill walking, boating and travel. He also has a keen interest in politics and current affairs.
Prior to joining Planned Future, Clair spent 6 years working with an IFA firm in Shropshire as Administrator and later Office Manager. This followed from 3 years with a local Building Society in Oswestry as a Customer Adviser offering account opening and transactional services. During the last 9 years within the Financial Services industry she has learnt and developed her skills and qualifications, and has now obtained the Diploma in Regulated Financial Planning. Clair is continuing her studies towards gaining the Advanced Diploma.
Clair lives near the Shropshire boarder and outside of work she enjoys spending time in the country with her dog Shyla and socialising with friends and family.
Matthew joined Planned Future back in January 2018 after working for an Employment Law specialist as a Business Development Executive for three years. Prior to this Matthew gained a degree in Business Management.
Some of Matthew’s responsibilities include helping our existing business clients develop their workplace financial education program, making sure they receive the greatest level of support and to seek further avenues in which to develop Planned Futures position as a leading supplier of workplace financial education.
Matthew now lives in Chester and is an avid golfer in his spare time.
George graduated from the University of Strathclyde before going on to complete a PhD in Economics from the University of the West of England. He has edited and contributed to a popular undergraduate textbook Personal Finance and is a qualified coach with the International Coaching Federation and the Institute of Leadership and Management. George’s vision is to empower employees and individual clients to better understand the emotional and practical issues around money. By combining education around money with an understanding of money emotions people can transform themselves and contribute more to their employer, family and wider society.
After three years experience at NatWest Bank, James joined Planned Future working as an administrator. James progressed to Events Manager and since then he has arranged numerous seminars for a wide variety of organisations.
This work involves organising and co-ordinating venues, speakers and agendas and ensuring quality control for each event.
He lives in Wrexham and enjoys collecting and listening to music from many different genres.
Bal has over 10 years experience working in a Business Development role. He has previously worked for HBOS as a Corporate Sales Manager and Exacta Plc as a Business Development Manager. The latter role involved talking to Finance Directors about property taxation.
In his current role at Planned Future, Bal communicates with Personnel Managers and Training and Development Managers to explain the benefits of financial education in the workplace.
He enjoys spending his spare time with his partner and two young children. When he can he also plays football for a local team.
Certified Money Coach
Dennis is a Certified Money Coach (CMC)® and has been supporting Planned Future since early 2021. Money Coaching deals with the subconscious patterns, beliefs and behaviours around money that we all have. Understanding these behaviours and patterns is the key to achieving true financial independence and success because developing a healthy relationship with money enables us to make better decisions, reduce anxiety and other negative emotions, and communicate in healthy ways. Understanding and managing the money in our lives underpins financial wellbeing and this is particularly important when facing the challenges of a sudden change in circumstances.
Prior to becoming a money coach, Dennis spent 30 years in financial services. He works with individuals, couples and financial professionals such as IFAs and planners.
Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously employed as the Wellbeing Advisor for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment. He is also an accredited Mental Health First Aid Trainer, and Master Practitioner in Workplace Psychosocial Risk Management.
Ian has developed a training package around Wellbeing in Retirement based upon the research of Nic Marks (New Economics Foundation) sponsored by government which is now an international standard. This package has received excellent feedback on its appropriateness to individuals looking towards retirement.
Ian lives on the Wirral with his partner and his leisure pursuits revolve around motorcycling and motorsport.