How do I get started?

The first step is a free 20-minute initial consultation, with no obligation to proceed. You can book directly online via the website.

Is there a minimum investment or asset requirement?

No. There is no minimum portfolio size or asset threshold. The qualifying factor is simply having a financial planning need the service can address.

Do you meet clients in person?

No. The service is delivered entirely remotely via video call, allowing Outplan Finance to serve business owners across the whole of the UK.

How long does onboarding take?

From initial consultation to active subscription, the process is typically completed within five to ten working days.

Can I cancel my subscription?

Subscriptions begin with an initial 12-month term. After that, you may cancel at any time with no penalty. You also have a statutory 14-day cancellation right following signing of the client agreement.

What types of business owners do you work with?

Sole traders, partners, and limited company directors at any stage of their business journey, from start-up through to exit.

Do you advise on mortgages or equity release?

No. Outplan Finance focuses exclusively on financial planning. Mortgage and equity release advice falls outside the scope of the service.

Can my subscription fee be paid through my business?

For limited company directors, the monthly subscription may be a tax-deductible business expense. You should confirm this with your accountant as individual circumstances vary.

How often will I hear from you?

You will receive a bi-annual strategy meeting, an annual financial planning report, and proactive contact throughout the year as planning opportunities or relevant changes arise. You will never need to chase your adviser.

What areas of financial planning do you cover?

The subscription covers pensions, retirement planning, investments, tax-efficient savings, inheritance tax planning, personal and business protection, profit extraction, and exit planning, among others.

What area or region do you cover?

The service is available to business owners across the whole of the UK, with all meetings conducted remotely via video call or telephone call.

What happens if I need advice on something outside the scope of the subscription?

If a matter falls outside the standard scope, an additional fee will be proposed in writing before any work begins. There is no obligation to proceed, and your subscription fee remains unchanged regardless.

How is my money protected?

Outplan Finance does not hold client money at any point. All investments and pension contributions are held directly with the relevant product provider or investment platform. Clients are protected by the Financial Services Compensation Scheme (FSCS) and have access to the Financial Ombudsman Service (FOS) for unresolved complaints.

Contact Outplan Finance — Book a Free 20-Min Call

Questions, answered.

Everything you need to know about Outplan Finance and how we work.

How do I get started?
The first step is a free 20-minute initial consultation, with no obligation to proceed. You can book directly online via the website.
Is there a minimum investment or asset requirement?
No. There is no minimum portfolio size or asset threshold. The qualifying factor is simply having a financial planning need the service can address.
Do you meet clients in person?
No. The service is delivered entirely remotely via video call, allowing Outplan Finance to serve business owners across the whole of the UK.
How long does onboarding take?
From initial consultation to active subscription, the process is typically completed within five to ten working days.
Can I cancel my subscription?
Subscriptions begin with an initial 12-month term. After that, you may cancel at any time with no penalty. You also have a statutory 14-day cancellation right following signing of the client agreement.
What types of business owners do you work with?
Sole traders, partners, and limited company directors at any stage of their business journey, from start-up through to exit.
Do you advise on mortgages or equity release?
No. Outplan Finance focuses exclusively on financial planning. Mortgage and equity release advice falls outside the scope of the service.
Can my subscription fee be paid through my business?
For limited company directors, the monthly subscription may be a tax-deductible business expense. You should confirm this with your accountant as individual circumstances vary.
How often will I hear from you?
You will receive a bi-annual strategy meeting, an annual financial planning report, and proactive contact throughout the year as planning opportunities or relevant changes arise. You will never need to chase your adviser.
What areas of financial planning do you cover?
The subscription covers pensions, retirement planning, investments, tax-efficient savings, inheritance tax planning, personal and business protection, profit extraction, and exit planning, among others.
What area or region do you cover?
The service is available to business owners across the whole of the UK, with all meetings conducted remotely via video call or telephone call.
What happens if I need advice on something outside the scope of the subscription?
If a matter falls outside the standard scope, an additional fee will be proposed in writing before any work begins. There is no obligation to proceed, and your subscription fee remains unchanged regardless.
How is my money protected?
Outplan Finance does not hold client money at any point. All investments and pension contributions are held directly with the relevant product provider or investment platform. Clients are protected by the Financial Services Compensation Scheme (FSCS) and have access to the Financial Ombudsman Service (FOS) for unresolved complaints.

Get in Touch

Discover a new era of business financial planning. Reach out to start your journey today.

Ready to get started? Let’s talk about your tomorrow, today.