About Us

Adam heads up the business side of Plannex and also works with firms on the TechStack and AdviceStack product.

His background is 20 years in financial planning from Administrator to Managing Director and all things between.

At Plannex, Rohan works with organisations looking to benefit from partnering with us to create a more collaborative profession.

As Head of Marketing, Dan's role is to tell the world about the great things that we do and develop our brand message.

He also heads up Scale, helping financial planners to become confident with their marketing, build their websites and branding, and revolutionising their client journeys with awesome document design.

As Head of Operations, Clare pieces together our products like a complex puzzle. She assesses what pieces might be missing to ensure smooth functioning of every facet, from contracts and content curation to event planning.

Her role completes the picture, enabling seamless collaboration and the delivery of successful outcomes.

Amelia makes sure that members feel welcome and ensure that all of our community receives valuable, useful and compelling content.

As the Designer for Scale and Planner, Eltoma is always keen to contribute fresh ideas and design modern and professional content for our clients.

At Plannex, Jon heads up everything Learning and Development. With 30 years' experience in Financial Services, he's helped thousands of students develop their careers.

Charlotte brings ideas to life through engaging content. She’s creative, organised and detail-driven, with a passion for turning specialised concepts into stories that deliver real results for clients.

Jay uses creativity, strategic positioning, and marketing expertise to help Dan accelerate the growth of financial planning businesses across the UK.This includes planning and producing social media content, webinars, websites, landing pages, integrated marketing campaigns, and so on, all designed to harness the exponential growth potential of creativity.