Planned Future

The Planned Future Team

John Chadwick

Managing Director

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 Francis

Marketing Manager 

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. 

Balazs Darnoi

Development Manager   

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 Chadwick

Events Executive     

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 Fiddy

Marketing & Events Executive   

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.


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.


Organisation Psychologist

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.


Training Consultant

Paul is an experienced Training Consultant with a background in the Financial Services Industry. Previously Paul was involved in developing, designing and the delivery of training material for employees within one of the UKs major banks. Paul now works alongside Planned Future to help deliver financial education for organisations as diverse as the Bank of India, Qatar Post and Oman Airport Authority, as well as UK Financial Institutions.


Financial Coach

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.


Financial Education Presenter

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.

Get Started

To learn more and request a full agenda, simply complete this form.