U-PLAN was established by directors Adrian Dunford and David Nicklin specifically to help our clients find high quality financial & later life planning products and services. Having decades of experience in these sectors we decided to turn our experience to good use and to introduce our clients to solutions that we (and our families) use for our own planning needs.
Transparency and detailed information within the financial & later life planning sectors is often difficult to find, providers can be self-regulating with a vast array of differences in their product and service offerings. Consequently this has become challenging for consumers to make safe and well informed decisions. U-PLAN does all the hard work for you in this respect by carrying out robust due diligence and vetting, to deliver services and products you can trust.
Planning ahead for the future needs careful consideration and thought, any decisions taken now need to be as secure, protected and cost effective as possible.
Our guaranteed promise to you, is to carefully listen to your needs and requirements and help deliver the very best outcome possible for you, your family and your loved ones in the future.