These sessions are of no cost to you and participation is voluntary. Individual sessions will be scheduled in 30-minute slots and you are encouraged to address any enquiries or concerns regarding your personal financial situations with expert guidance from a financial adviser. Our advisers are equipped to assist with a range of topics including; financial protection, investment, estate planning, pension planning, making a will, ISA’s, retirement planning, daily financial planning, borrowing and long-term care considerations. To ensure optimal utilisation of the allotted time, we encourage attendees to prepare specific questions in advance.   

Should further consultation be desired, employees are eligible for a further complimentary session at a mutually convenient time if further work is revealed.  

Your Financial Adviser  

Clair joined Chadwick’s in early 2013 as Office Manager and PA to the Managing Director, having previously worked for a National IFA firm facilitating the needs of the advisory team. She initially began supporting the existing advisory teams clients while a member of the research team before transitioning into managing her own clients in 2019. Clair qualified as a Mortgage Adviser in 2008 and went on to complete her Diploma in Financial Planning in 2017. Throughout her career she has obtained specialist qualifications in Advanced Mortgages and Equity Release during her journey to achieve Chartered status this year. Clair prides herself on giving her clients the best experience while building their knowledge to help them achieve their financial goals throughout life. 

Who Are Planned Future & Chadwicks IFA?  

At Planned Future we are committed to improving workplace wellbeing. We offer an extensive range of webinars, resources, and workshops to cover a wide spectrum of topics concerning both financial and mental health in partnership with our sister company Chadwicks IFA. Established in 1997 by John Chadwick, Chadwicks IFA is a distinguished Chartered Firm of Independent Financial Advisers. We collaborate with organisations to provide accessible and high-quality financial education to employees. You can be assured your wellbeing is our utmost priority.