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Connecting Training Scaling Supercharging the UK's most ambitious Financial Planners

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Unlock new growth, sharpen your skills and build a thriving financial planning business, with confidence and clarity.

Connect

 

Think bigger, learn faster, and grow together with Plannex Connect.

Scale

 

Attract and convert your ideal clients with content, funnels, and strategy.

Training

 

Choose the training to help your team to grow and your firm to thrive.

Live

 

Connect with top financial planners, share challenges and grow together.

Plannex - Home page-Team team photo

Plannex was built out of frustration

Too many brilliant people in financial planning felt disconnected, unsupported and stuck with outdated systems.

We knew things could be better. So we created a space that puts people first, where learning is accessible, support is real and progress feels possible. Plannex exists to help you do the work you’re proud of, with others who get it.

About us

Trusted by over 2,000 financial planners across the UK and beyond

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“Life changing. Honestly not sure where I’d be without Plannex Connect. The support and thought leadership are second to none.”

Matt P.
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“As a young paraplanner and ops manager, I’ve found this community to be an interesting, useful and practical resource.”

Daniel M.
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“A thriving, supportive community that genuinely cares about your success.”

Sarah L.
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“The best place to grow as a financial planner. The training and support have helped me take my business to the next level.”

Kris S.

Plannex Connect

The financial planning world moves fast. It’s hard to grow alone. Connect gives you access to a network of peers, mentors and resources so you’re never stuck, never isolated, and always learning.

Visit Plannex Connect

Plannex Scale

Our full-service, done-for-you marketing solution is designed to help you create a powerful marketing strategy that drives business growth and implement proven tools and tactics to attract and convert your ideal clients.
Visit Plannex Scale

Plannex Live 2026

A conference that doesn’t feel like one. Connect with leading financial planners, share your challenges, gain deep insights and grow together.