The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA, United Kingdom
Everything you need to build your financial planning business – all online and ready to access wherever and whenever you choose…
We’ve lived your day-to-day. We’ve experienced your challenges. We’ve shared your same frustrations. So, as the old saying goes if you want something doing right, do it yourself. And that’s exactly what we did.
Where It All Started
PlanHappy is the brainchild of our founder, Neil Parker. He developed the system over many years working with thousands of clients (yes, he counted) to deliver real improvements to their lives.
Neil spent his younger working years in hotels and restaurants. And, starting out as a pot washer, he soon learnt about the value of process and the importance of building systems. Using high-tech methods such as sticky tape on the counter, he quickly created an efficient workflow of lanes and sections for everyone to follow and noted that his process outlasted his time in the role.
All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......