Services

“I found PlanB to be careful & kind when dealing with my particular questions. It is pleasant & refreshing to deal with a service that seems to listen to you, more than they talk “at” you. I would recommend PlanB to anyone with worries about financial matters.” Retiree client, Ayreshire ~ June 2012

This small, niche social enterprise is a unique introductions service which bridges common communication & access gaps that exist between the community & professional financial services here to serve them. The PlanB Partnership is based in Glasgow & offers people services across the UK.

Social Enterprise LogoWe were awarded The Social Enterprise Mark in March 2012 and hold this badge with honour!

Help!At the PlanB Partnership we believe that all people, who work or are retired, deserve ethical, accessible financial services which can enable them to have more secure & positive lifestyles for today & tomorrow.

The PlanB Promise

We know when you call us, you need & want advice as soon as possible.

Money

  • We take calls across working hours, in evenings, at weekends & even on bank holidays.
  • We call clients back for an initial chat within 12 hrs of first contact.
  • All clients are offered a face2face appointment within a further 48 hours of that call.
  • Face to face appointments can be where you prefer: your workplace, home, local cafe or charity base.
  • All advice is provided by regulated professionals in relevant fields pertaining to your case.
  • All initial advice & support is free.
  • Most advice & support we offer is face to face.
  • The majority of further financial advice & product planning is absolutely free.
  • There are no contracts or service level agreements tying clients into our services.
  • For us to be different advice providers & for you to feel & enjoy a better money advice experience.
  • For us to work with you at your preferred pace, with integrity, humanity & positivity.

At PlanB we are experienced & knowledgeable. We can support & enable you to access professional advice on…

Work session

  • Pensions, Investments & savings
  • Over 50’s Planning & Funeral Plans ( e.g life insurance to cover your preferred funeral package)
  • All types of Insurances ( Personal & commercial)
  • Wills, Trusts & Powers of Attorney advice
  • Specialist Business Financial Planning (“Future Proofing” for sole traders, small businesses, partnerships, charities, CIC’s & other Social Enterprises)
  • Personal & business relevant Debt Solutions
  • Payment Protection Claims
  • Mortgage Advice: New & Reviews
  • Loan Advice & Planning- Business & Personal

“I would highly recommend PlanB to anyone requiring confidential & impartial advice. They worked with me with speed, precision & ethics.” Charity worker client. West of Scotland ~ May 2012

"There was a good turnout at a PlanB information evening, where welfare reform and financial impact was the topic of discussion. Parents and staff were enlightened about the implications of government changes and what we could all do to lessen the effect. Although it was depressing reading, Lucy and Ian made everyone feel that ‘everyone is in the same position’ no matter what your financial status is. A very informative evening and well worth attending. Linda Gordon, Manager: Hyde & Seek Nursery, Mount Florida. (Feb 2013)

"PlanB is a fantastic social enterprise helping people with money queries. My business, Singled Up Ltd, is for single parents & PlanB has the money advice which will help our members become even more secure & independent. We are extremely happy to begin our business partnership. Thanks.” Jennifer Tervit- Director, Singled Up ltd. ~ August 2012 Singled Up logo