About Us



Planning Wise is your one stop destination for accounting, tax and wealth planning services.


    Be Wise! Be Planning Wise!

Most of us seem to be oblivious to the fact that financial guidance and support in respect of personal finances is available at affordable rates. Our unique value ladder approach means our clients can easily dial up or dial down the level of our services based on the complexity of their finances


 Planning Wise firm is also registered with the Institute of Financial Accountants (IFA) as a practicing accounting firm. Number: 293437

,

We are registered with HMRC as a Tax agent/adviser which allows us to deal with your tax matters directly.


As wealth strategists we do not merely target your excess wealth, we show you how to create wealth instead. we offer financial life planning to our clients which involves exploring whole-person wellbeing goals and achieving financial empowerment.

Who are we?  

We are fixed fee Financial Planners, Accountants and Tax Advisers

A fixed fee advice-only financial planner is a highly trained professional who is committed to working in the best interests of their clients. We serve our clients without muddling the financial planning relationship with retail financial intermediation.

  • Our Mission

    • Live Longer Better with our mental, physical, and financial well-being programme.
    • Live a values-driven and purpose-driven life without running out of money.
    • Do-it-yourself well-being, financial planning, and investing.
    • Deal effectively with personal tax matters and related accounting issues. 
    • Undertsand all key issues linked to retirement and estate planning.
    • Make money, not just save money you already made. Whatever your age.
    • Optional coaching support from market-leading professionals.

How We Operate?

We operate to high standards in the field of financial planning. We undertake a fiduciary oath and observe a code of ethics.

  • What we do NOT do

    • Offer financial service products, such as funds, pensions, or bonds.
    • Undertake financial services activities.
    • Offer or carry out 'regulated activities' (in the UK, activities specified by the Regulated Activities Order 2001).
    • Provide financial services, investments, or consumer credit.
    • Offer loans, car financing deals, or consumer credit.
    • We are not a bank, credit union, insurance firm, consumer credit firm, investment firm, benchmark administrator, payment service or e-money firm, or an "automated" (product sales) advice and guidance model provider.

Our Fiduciary Oath

“I shall plan my client before planning my client’s personal finances. I shall not conduct any financial intermediation. I shall exercise my best efforts to act in good faith and in the best interests of my client. I shall provide written disclosure to my client prior to my engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise my impartiality or independence. I, or any party in which I have a financial interest, do not receive any compensation or other remuneration that is contingent on my client’s purchase or sale of a financial product. I will fully disclose in advance any fee or other compensation from another party based on the referral of a client or the client's business."

  • Following the Fiduciary Oath means we shall:

    • Always act in good faith and with honesty.
    • Be proactive in disclosing any conflicts of interest that may impact a client.
    • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.