Built by a planner who knew there was a better way.

Outplan Finance is founded and led by Alex Palmer, a Chartered Financial Planner with over 10 years of experience as an independent financial adviser. Alex holds the CII Level 6 Advanced Diploma, has 170+ verified client reviews on VouchedFor rated 4.9/5, and was named VouchedFor Top Rated in both 2025 and 2026.

Yes. Alex Palmer holds Chartered Financial Planner status, the highest widely recognised professional qualification in financial planning, held by fewer than 15% of UK advisers. He has passed 15 CII examinations and maintains his status through annual renewal and a minimum of 35 hours of continuing professional development each year.

Outplan Finance operates on a fixed monthly subscription with no upfront costs, no commissions, and no percentage-based charges that grow with your wealth. The service is built exclusively for business owners, with proactive, Chartered-level financial planning delivered entirely via video call, with no geographic restrictions.

Outplan Finance launched in 2026. Alex Palmer has operated as a directly authorised independent financial adviser for over a decade and brings his established expertise and client relationships to the firm.

Yes. Outplan Finance is an appointed representative of Beesure Limited (FCA: 832417). Clients are categorised as Retail Clients, giving them the highest level of regulatory protection available, including access to the Financial Ombudsman Service and coverage under the Financial Services Compensation Scheme (FSCS).

Outplan Finance is an appointed representative of Beesure Limited (FCA: 832417), which is authorised and regulated by the Financial Conduct Authority. You can verify this on the FCA Financial Services Register at register.fca.org.uk.

All clients of Outplan Finance are categorised as Retail Clients, which affords the highest level of regulatory protection available under FCA rules.

If you are unhappy with any aspect of the service, please contact us in writing in the first instance. We will acknowledge your complaint within five business days. If your complaint remains unresolved after eight weeks, you have the right to refer it to the Financial Ombudsman Service (FOS) free of charge.

The Financial Ombudsman Service is a free, independent service that resolves disputes between consumers and financial services firms. More information is available at financial-ombudsman.org.uk.

The FSCS is the UK's statutory compensation scheme for customers of authorised financial services firms. If a firm is unable to meet a valid claim, the FSCS may be able to compensate you, subject to eligibility limits. More information is available at fscs.org.uk.

Your personal data is processed in accordance with UK GDPR and the Data Protection Act 2018. Full details of how your data is collected, held, used, and deleted are set out in our Privacy Notice, provided at the point of engagement.

No. Outplan Finance does not accept commissions or any payments from product providers or third parties. The only charge is the fixed monthly subscription fee paid directly by the client.

Before any advice is provided, a detailed fact find and attitude to risk assessment are completed. Every recommendation is supported by a written suitability report, reviewed and signed off by your adviser before issue.

If you wish to proceed with a course of action your adviser considers unsuitable, a written insistent client letter will be issued setting out the risks clearly. No unsuitable recommendation will be implemented without this process being followed and documented.

Outplan Finance identifies and supports clients in vulnerable circumstances in line with FCA Consumer Duty guidelines. Where vulnerability is identified, the service is adapted accordingly. No client is ever pressured to proceed, and where the subscription is no longer appropriate, the client is supported in finding an alternative.