Overview

U-PLAN was established specifically to help our clients find high quality financial and later life planning products and services. Having decades of experience in these sectors we decided to turn our experience to good use and to introduce our clients to products and services that we (and our families) use for our own personal, business and legal planning needs. Transparency and detailed information on providers, services and products within the financial and later life planning sectors is often difficult, there is a vast array of differences and fees to navigate through as well as security and affordability concerns. Consequently this becomes a stressful and challenging exercise for any individual, particularly when trying to make safe and well informed decisions. U-PLAN carries out a robust due diligence and vetting process on all products and services first to ensure you receive the highest levels of financial and legal expertise. We then listen to each of our clients individual motivations and wishes very carefully before tailoring any suitable options and solutions for their consideration. This logical and common sense approach ensures we deliver the correct solution for our clients - every time.