Independent advice.
Personal service.
Welcome to Plan Money - an award winning team of financial advisers.
Working with families, individuals and business owners, we help them to plan for their future and make important financial decisions with confidence.
Our services
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Planning for retirement
Clear, personalised advice to help you enjoy financial freedom throughout your retirement.
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Investment planning
Tailored, evidence-based strategies to grow your wealth with confidence over the long term.
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Inheritance tax planning
Efficient, thoughtful planning to help you pass on more to your loved ones.
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Mortgage advice
Expert guidance to find the right mortgage for your needs, at every life stage.
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Equity release
Unlock the value in your home while staying in control of your future.
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Later life planning
Plan ahead for care costs and protect your assets with sensitive, expert support.
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Personal & family protection
Financial protection to safeguard your loved ones from life’s unexpected events.
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Business financial planning
Helping your business thrive through effective pensions, protection, and long-term planning.
