We have long-term relationships with all our providers based on respect and a professional's desire to deliver great service, great products and the peace of mind that we all seek.

Other Planwise Initiatives

 

 

Welcome to a new era in the delivery of Financial Services......

Tailor-made Financial Solutions to ensure your financial goals are reached, your dreams are realised and your business / family and future are protected.

Click on any of the red items listed below to learn more.... 

Personalised claims service - Where we stand by you 100% of the way

 

Want to know more about the PlanWise secrets to success!...click here to read what our clients have to say. 

Click here to contact us and we will arrange an appointment to meet with a PlanWise Financial Advisor at a time and place that suits you!

Other Planwise Initiatives - 07 547 4266

  • The Planwise Youth Trust regularly holds "Financial Literacy for Youth" seminars......these are normally booked out quickly....to find out more contact us...
  • The BBC is a local business networking group that meets on the last wednesday of each month at Imbibe Bar and Restaurant - upstairs.  It has an exciting line up of guest speakers and is there to help support and grow businesses in our local area...if you are interested in joining or starting a BBC in your area contact us today.... 07  547 4266


 
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