Client Centre

Welcome to the Plan Money Client Centre, Within this section you will find useful information to help you understand the importance and the basics of a broad range of financial planning areas. We have provided newsletters, factsheets and calculators. These do not constitute advice but will hopefully give you a good understanding of the basics and indeed provide food for thought.

eSmart Money
Guides

Every 2 months we provide an eSmartMoney guide via email which focuses on financial planning ideas and solutions.
 

Case studies

We would like to share an example of case studies which Peter Chadborn has been asked to comment on by the media as an example of best practice.

Calculators

We have provided these simple calculator tools to assist with a range of financial planning exercises.

Annuity

This calculator gives you a quick and easy way to calculate the approximate sum of money you will need to have saved to provide the level and term of annuity you require.
The figures provided by this calculator are for illustrative purposes only. Calculations are only a guide and cannot be guaranteed. Actual figures will vary in individual circumstances.

Calculate >

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eSmartMoney guide archive

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