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Plan Smart Financial Planning · The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent ME14 5NZ
Part of the Loyal North Group
This website is intended for information purposes only and does not constitute advice. The content is subject to the UK regulatory regime and the site is aimed at UK-based consumers.
The value of your investments, and any income from them, can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable indicator of future results. Tax treatment depends on your individual circumstances and on current rules, which can change.
Plan Smart Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Plan Smart Financial Planning Limited is entered on the Financial Services Register (register.fca.org.uk) under reference 625144. Plan Smart Financial Planning Limited is registered in England and Wales (09001772). Registered Office: The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ.
If you wish to register a complaint, please write to The Compliance Officer, Plan Smart Financial Planning Limited, The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ or telephone 01622 427853. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
© 2026 Plan Smart Financial Planning Limited.
The value of your investments, and any income from them, can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable indicator of future results. Tax treatment depends on your individual circumstances and on current rules, which can change.
Plan Smart Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Plan Smart Financial Planning Limited is entered on the Financial Services Register (register.fca.org.uk) under reference 625144. Plan Smart Financial Planning Limited is registered in England and Wales (09001772). Registered Office: The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ.
If you wish to register a complaint, please write to The Compliance Officer, Plan Smart Financial Planning Limited, The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ or telephone 01622 427853. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
© 2026 Plan Smart Financial Planning Limited.