We offer a wide array of services to our clients, however we do not pigeonhole these into different propositions



Simply because we don’t believe that the requirements of any two clients are the same.

So what can we do for you?

  • Suitability Reports
  • Full Financial Planning
  • Pre and Post Retirement Planning
  • IHT and Estate Planning
  • Web Design
  • Reviews and Valuations
  • Cash Flow Forecasting
  • Research
  • Fund Analysis
  • Platform analysis
  • Data Harvest
  • Central Investment Process review

We are confident in our proposition and therefore any of these services can be carried out either on a pay as you go basis or by monthly retainer, whichever is preferable to you.

Plan Works is not authorised or regulated by the Financial Conduct Authority (FCA).