Plan Works (@plan_works) header
Plan Works (@plan_works) profile picture

Plan Works

@plan_works

Outsourced paraplanning support for Financial Planners - Quality Paraplanning & Consultancy Services

 UK
linktr.ee/plan_works
Joined July 2020
  • Tweets138
  • Following164
  • Followers295
49Media
Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)Photo by Plan Works (@plan_works)
Don't miss out on our Centralised Research for Cash Management solutions - mailchi.mp/plan-works/cash-m…
Image from Plan Works (@plan_works)
Image from Plan Works (@plan_works)
23
Wondering what the new @abrdnAdv_UK wrap price reduction looks like vs other players in the market? (Based upon having under £75m on the platform)
Image from Plan Works (@plan_works)
66
🌟Plan Works Power Hour Webinar 🌟From Employed to Empowered: Becoming Directly Authorised with Mel Holman. Financial planners, don't miss this exclusive webinar in January! #FinancialPlanners #PlanWorksPowerHour"
Image from Plan Works (@plan_works)
1
81
Grab your *FREE* ticket here eventbrite.co.uk/e/going-fro…
Going from employed to empowered by becoming Directly Authorised

Going from employed to empowered by becoming Directly Authorised

Are you a Financial Planner dreaming of doing financial planning your way? Join us to find out the what why and how about going DA.

eventbrite.co.uk
42
It's time for the Plan Works Christmas party and this year will be heading to Cheltenham for a bit of team bonding in the form of Turtle Bay and Crazy Golf. We will be “out of office” from lunchtime on 7th December and Friday 8th December. Merry Christmas everyone!
Image from Plan Works (@plan_works)
41
🎅🌟Wrap up 2023 with our festive special offers 🎁✨ As we embrace the festive season, we're excited to present exclusive year-end offers just for financial planning firms like yours! 🌟🎅 🔔 We have 50% off on three of our most popular services 🔔
Image from Plan Works (@plan_works)
49
more replies
Take advantage of these exclusive offers today using the link to our shop below. 🌟🎄✨ #FinancialPlanning #YearEndOffers #SpecialDiscounts #ChristmasDeals #LimitedTimeOffer
1
20
plan-works.co.uk/shop/
Shop • Plan Works

Shop • Plan Works

Completing centralised research for your Financial Planning firm will save you time and money, and Platform Due Diligence forms a key part of this.

plan-works.co.uk
15
We are over the moon to welcome Kimberley Malin to our amazing paraplanning team - welcome Kimberley! Thank you so much for joining us and bringing your amazingness to our team 🎉 #career #paraplanning #paraplanner
Image from Plan Works (@plan_works)
1
92
Today the team will be watching and cheering on the @Lionesses so we will be closed during the match - good luck and go team! #FIFAWWC
Image from Plan Works (@plan_works)
1
94
📢 Attention, Financial Planners! 🌟✨ Hear from our Paraplanner Philip in today's Citywire as he draws a parallel between two renowned supermarkets to shed light on the world of platforms. 🚀💡 🔗 Read the full article here: citywire.com/new-model-advis…
Picking between the Aldi and Waitrose of platforms

Picking between the Aldi and Waitrose of platforms

Philip Reynolds, paraplanner at Plan Works, looks at how the 24 adviser platforms stack up on price for different clients.

citywire.com
1
119
Hop into spring with Plan Works and our Easter Eggs-travaganza offer! For the whole month of April, enjoy a 50% discount on our Platform Due Diligence service.
Image from Plan Works (@plan_works)
1
149
more replies
Don't miss this egg-citing opportunity to enhance your client proposition and free up more time to do what you love. To learn more and take advantage of our Easter offer, visit our shop (link below).
1
69
Happy Easter from the Plan Works team! #EasterPromotion #PlatformDueDiligence #FinancialPlanning plan-works.co.uk/shop
60
There is only 2 days left to take advantage of our special offer and simplify your investment proposition! Get your hands on our bespoke Centralised Investment Proposition service for just £1,500+VAT, and receive up to 2 investment strategies for a consistent client proposition.
Image from Plan Works (@plan_works)
1
137
Let our expert team take care of the research and create an investment proposition you can trust. Don't miss out on this hassle-free solution, click the link below to learn more. #financialplanning #investmentproposition #limitedtimeoffer
1
43
plan-works.co.uk/shop
36
Hey everyone! Thank you to those that joined our monthly Plan Works Power Hour on investment propositions today. We discussed active vs. passive investing, market update events, crypto investing (or not!), ESG investing, and more. If you missed out, don't worry!
Image from Plan Works (@plan_works)
1
108
We'll be hosting another one next month, so keep an eye out for the event. See you soon! #investmentmanagement #PlanWorksPowerHour #financialplanning #ESGinvesting
41
Load more