Our Clients

Plan Money’s client base is extremely diverse and covers a complete cross-section of society. The majority of our clients require an on-going relationship as opposed to a transactional service, but we are happy to offer both. Client satisfaction is essential for any business and one of the ways in which this can be measured is by the number of new clients and referrals from existing clients. 95% of our new clients come from recommendations and referrals and as such we do not need to advertise in the traditional sense.

We have an example of testimonials and have also added a case studies section as an example of our work. This section comprises of case studies which Peter Chadborn has been asked to comment on by the media as an example of best practice.

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Award-winning advice

Winner of Best small protection adviser
at the Money Marketing
Financial Services Awards 2015