About Us
Connect with the leading financial planner, share your challenges, gain deep insights and grow together.
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.
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.
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.
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.
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.
Supercharge your Financial Planning firm with Plannex Connect Scale Training Live
Unlock new growth, sharpen your skills and build a thriving financial planning business, with confidence and clarity.
