Plannex Scale
Attract and convert your ideal clients with content, funnels, and strategy from our marketing experts
Create a powerful marketing strategy that drives business growth. Implement proven tools and tactics to attract and convert your ideal clients. All with a full-service, done-for-you marketing solution.
Understand your target audience and switch your focus to your ideal clients.
Build a marketing system that aligns your marketing efforts with your goals.
Use modern marketing tools and techniques instead of tired old methods.
Free up time in your diary to focus more on working with clients and running the firm.
Done for you,
with you in the middle.
We strongly believe that marketing should be at the core of your business, not something that is just sprinkled on top at various points of the year. That’s why we collaborate with you on your marketing, removing the bits you don’t enjoy or are unable to do, whilst using your expertise to develop, grow and communicate with your audience.
Trusted by over 2,000 financial planners across the UK and beyond
We Curate Create Automate .
Modern marketing means that you don’t need to be physically in front of your audience in order to connect with them.
We utilise the power of technology to reduce the workload and get the tech doing what it’s supposed to!
Is Your Financial Planning Firm Ready to Scale?
Are you looking to attract more ideal clients and grow your financial planning business, without relying on referrals from existing clients or professional connections?
Take the quiz
We’re experts with these tools:
Our pricing:
Scale
Standard
Our Standard package, combining marketing support with incredible content to build, grow and sustain your audience.
£1,500 + VAT/mo
Purchase Now
Scale
Premium
Our Premium package, for those looking for a higher level of support with their website and client experience.
£2,000 + VAT/mo
Purchase Now
We help financial planning firms build standout brands, launch professional websites, and transform their client experience and documentation.
Website
For financial planning businesses looking to freshen up their site.
£5,000 + VAT
Enquire Now
Filming
For financial planners looking to add engaging video to their brand.
£5,000 + VAT
Enquire Now
Documents
For financial planning firms looking to provide a world class service.
£5,000 + VAT
Enquire Now
Frequently asked questions
What is Plannex Scale?
Plannex Scale is a done for you marketing programme designed specifically for financial planning firms. It helps you attract and convert ideal clients by building a tailored marketing strategy, creating high quality content, and employing modern marketing tools and tactics to support growth.
Who is this service designed for?
The service is built for financial planning firms aiming to scale their client base and elevate marketing; especially those who want to move beyond traditional referral-based growth. It’s for high growth firms; not those that want to sit still.
What tools and platforms do you use?
Plannex Scale integrates tools such as:
- ScoreApp (for client quizzes and assessments)
- GoHighLevel, WordPress, Canva, and Adobe Creative Cloud to support content, funnel, branding, and strategy development
We’ll probably use some others too. Always learning.
How much does Plannex Scale cost?
- Standard package: £1,500 + VAT per month
- Premium package: £2,000 + VAT per month
Do you offer one-off services outside the monthly plans?
Yep. Three standalone services, each for £5,000 + VAT:
- Website development
- Filming (video production)
- Document creation (e.g. client facing or internal documents)
Why choose Plannex Scale?
The programme is trusted by many of the top firms across the UK and beyond. We have the ability to transform technical or “dry” content into compelling, memorable marketing and enhance client experience, and drive more traffic and ultimately, leads to your business.
How do I get started?
Complete the form and we’ll be in touch.
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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.
