The first conversation is free, and there’s no commitment. Tell us a little about you, and we’ll match you with a qualified adviser to talk things through.
A few details to get started — it takes under a minute.
We’ll only use your details to arrange your conversation and, if you go ahead, to look after your plan. We comply with UK GDPR. By submitting, you agree to our Privacy Policy. The value of investments can fall as well as rise.
Usually within one business day, to find a time that suits you.
A qualified Plan Smart adviser — on Zoom or similar, no special software.
No commitment, no pressure. If we’re not the right fit, we’ll say so, and point you to a firm in the Loyal North Group that may suit you better.
our contact page
01622 427853
Standard UK business hours, with some flexibility by arrangement.
Yes — completely free, with no obligation to go ahead. We’ll talk through your situation and whether Plan Smart is the right fit before any fee is ever discussed or agreed.
We use them only to arrange your conversation, and — if you decide to go ahead — to look after your plan. Your data is held securely and we comply with the UK GDPR and the Data Protection Act 2018. You can ask us to delete your details at any time.
We aim to be in touch within one business day, during standard UK business hours. If you’d rather not wait, you can email or call us directly using the details above.
No. Getting started simply means having a conversation. There’s no commitment, and nothing happens with your money until you’ve seen a written plan and a written quote and decided you want to go ahead.