Ask the Experts

What Makes PlanHappy different?

what is plan happy neil talking

Can I retire? We hear this question every day, and we never tire of answering it.

To give you an answer though, we need to get to know you as a client. We’re not like most financial planners because we use our bespoke PlanHappy process to really understand you as a client.

Before we can tell you how you can retire, we need to know about you as a person. What are your goals in retirement? What do you really love doing that you want to do more of? PlanHappy allows our advisers to get to know you and take you on your journey to retirement.

Watch our CEO Neil Parker explain what this unique lifestyle planning process is all about and how it can help you plan for the lifestyle that you really want.


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