Real people giving real, personal financial advice. Welcome to Plan Money. We are a group of award-winning independent financial advisers, offering a dedicated personal contact for all your financial planning needs, supported by an expert team. In our experience, people prefer to have a personal, long-standing relationship with their adviser, particularly when taking financial advice.
Your adviser Kay Fisher will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external partner when appropriate. We will always to look at your individual situation on its own merits, with discussions on a one-to-one basis. We will formulate a plan that considers your overall objectives, both immediate and long-term, which doesn’t just concentrate on the individual elements.