Yes. Outplan Finance is authorised and regulated by the Financial Conduct Authority (FCA).

Your accountant records what has happened financially and ensures you’re compliant. Outplan Finance looks forward — building a proactive strategy around tax planning, investments, pensions, protection and succession to grow and protect your wealth.

Everything — your annual financial plan, bi-annual strategy meetings, investment and pension management, tax planning, protection, and ongoing access to your Chartered Financial Planner. One fee, no hidden extras.

All new clients sign up to an initial 12-month term. This protects both parties — it gives you the time to receive a full financial plan, implement your strategy, and see real results. It also ensures we can invest properly in your financial future from day one. After your first 12 months, you can cancel at any time with no penalty and no notice period required. If you wish to cancel within the initial 12-month term, the remaining monthly subscription fees for that period become due in full.

Outplan Finance acts as an intermediary, finding the most suitable funds or fund managers for you to invest in. All investment recommendations are made in line with your attitude to risk, capacity for loss, and ethical preferences.

Any business owner, at any stage of their business lifetime. There is no minimum turnover and no minimum portfolio size — whether you’re just starting out or approaching an exit, we can help.

Yes. While our expertise is particularly well-suited to business owners, we also work with professionals, families, and anyone seeking high-quality financial planning on a subscription basis. If you’re looking for clear, proactive, and expert financial guidance — we can help.

Subscribe today and you’ll hear from your Chartered Financial Planner within one working day.

For matters outside a standard engagement, an additional fee may be proposed — always agreed in writing before any work begins, with no obligation to proceed.

In most cases, yes. For limited company owners, the subscription fee may be treated as a legitimate business expense and deducted against your corporation tax liability. We recommend confirming this with your accountant, as it will depend on your individual circumstances.

Chartered Financial Planner is the gold standard qualification in financial planning, awarded by the Chartered Insurance Institute (CII). It requires passing a series of advanced examinations at Level 6 — the equivalent of a postgraduate degree — and demonstrates the highest level of technical knowledge, ethical standards, and professional development. Only around 15% of UK financial advisers hold Chartered status.

Not at all. Most clients come to us precisely because things aren’t in order — and that’s exactly what we’re here for. Whether you have a clear picture of your finances or no idea where to start, the first strategy meeting is designed to understand where you are and build from there.