You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Plan Ahead Financial Ltd are authorised to deal with many forms of financial services, and specialize in giving advice to clients on a wide range of subjects to assist with personal financial planning.

We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Why an Independent Financial Adviser?

As Financial Advisers, Plan Ahead Financial Ltd have access to a wide range of products and services available in the UK - as opposed to a Tied Agent or Company Representative, who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service.

As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers

Plan Ahead Financial Limited is a family business.

John Crowder has enjoyed a varied and fruitful business career that imbues him with an appreciation of real life business and personal finance issues. He is deeply enthusiastic about helping people and actively participates in his local community.

Simone joined her father in the business after several years in various commercial environments and a well known high street bank. Simone deals with many loyal female clients, who favor her empathetic and enthusiastic approach.

How we Work

We offer a free initial meeting to find out how we can help you and to give you a chance to assess us.

If you engage our services we will conduct the appropriate research and offer solutions to your financial needs. If you are happy to proceed with our advice we will implement the recommendations. We recommend that meetings take place in our office where we have access to all of our resources. However, we can conduct the initial meeting at a mutually convenient venue. We operate a flexible approach to how we get paid including both commission and fees.

Planning for your future

At Plan Ahead Financial Ltd our aim is to ensure that you have the best possible advice when planning your financial future. There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review of your financial position to accommodate all of your needs.

Our services include a review of your existing arrangements:

When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.


Plan Ahead Financial Ltd is authorised and regulated by the Financial Services Authority.
FSA Number: 450780
Not all of the above products / services are regulated by the FSA

Trading Name: Plan Ahead Financial Ltd; Place of Registration: England & Wales; Registered Number: 5726447; Registered Office: 17A Beckenham Grove, Bromley, Kent, BR2 0JN.

Your home may be repossessed if you do not keep up repayments on your mortgage.

back to the top