Our Team - Planned Future

The Planned Future Team

The Planned Future team is made up of Chartered Financial Planners, experienced presenters and a team of organisers and content creators who ensure all events run smoothly.

John is the founder and MD of Planned Future Wellbeing.

After setting up and running a successful Chartered firm of IFAs for 26 years, John now has a personal mission to help improve the financial and mental wellbeing of as many people as possible.

John has over 30 years’ experience as a financial advisor and is a Chartered Fellow of the Personal Finance Society. In younger years, John experienced several bouts of depression including spells in hospital and now he has recovered, he is keen to help others who may be experiencing difficulties or simply want to move forward.

John is a qualified Mental Health First Aider and has found this training useful in the workplace and his personal life. He enjoys all types of fishing and traveling around the UK and Europe in his motorhome.

Mitch joined Planned Future as our Marketing Manager in November 2023 after previous experience in the tourism, accountancy and fintech sectors.

Prior to this Mitch gained a degree in Journalism. In his spare time he enjoys keeping fit by running, playing football and seeing friends and family.

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.

Jennie has worked with Planned Future since 2019. She follows up our financial planning training events to make appointments with enquirers and Chadwick’s IFA qualified financial advisers.

Jennie is married to John Chadwick our MD and they both share a passion for helping people improve their wellbeing.

She has previous experience as a carer and understands the vital role carers play in society. She enjoys spending time in the motorhome especially when the two chihuahua’s come along for the journey. Jennie is an accomplished baker and homemaker.

Emma joined Planned future in July 2023 as our content creator before her growth into the role of Marketing & Events Executive.

Emma also has a background in Psychology and developed and now presents our ‘Money Mindset’ events. She has also previously worked within the social media world and created content for large digital brands.

Spending most of her time creating and designing, Emma also works on our social media marketing. Beyond work, Emma loves to travel and spent 3 months exploring the coasts of America after completing her studies.

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.

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.

Sean is an accredited MHFA (Mental Health First Aid) MHFA England, Suicide First Aid (City & Guilds) National Centre for Suicide Prevention, and Mindfulness practitioner and coach British Mindfulness Institute.

A naturally empathic motivator, Sean utilises his coaching skills and conversations to challenge and embed learning to effect positive behavioural change. He has helped hospitals within the NHS, school teachers and students, university lecturing staff as well as corporate organisations experience the benefits of resilience, emotional intelligence and mindfulness.

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.

John has worked in the financial services industry for over 30 years, the last 15 years of which, was as Principal Consultant in Workplace Pensions and Financial Wellbeing at Aon.

During his career, he has advised both corporate clients and individual employees on pensions, investments, taxation, and legislation. In addition, he has gained several professional qualifications on various financial services topics.

He is a very experienced presenter, having delivered numerous seminars and webinars across a wide range of subjects, including, pensions, redundancy, financial planning, and retirement. John is keen to share his industry knowledge and experience with employees, in order to empower them to make better informed financial decisions.

Ken is a Third Age Coach and he helps people by providing an opportunity to create a life with purpose, meaning and happiness.

Third Age Coaching helps you to plan for longevity, make the successful transition into working less or retirement and to plan for a new lifestyle.

It asks the right questions and provides you with a self-made guide to making healthy decisions and choices!

Through a thought-provoking process, coaching helps you stay physically and mentally healthy, empowered and active, as you prepare for a new stage in life

Third Age Coaching avoids the traps of extreme thinking that older age is either something to dread, or a panacea of one big long holiday.