Plan. Grow. Prosper.
Expert financial consulting for ambitious individuals and forward‑thinking businesses across the UK.
At plango.space we turn complex financial challenges into clear, confident action. Whether you’re scaling a start‑up, safeguarding family wealth, or plotting a smooth retirement, our FCA‑registered advisers blend rigorous analysis with practical, relatable guidance—so your money feels as well‑organised as your ambitions.
Why Choose plango.space?
Regulated & Independent
Unbiased advice under full FCA supervision; no hidden commissions, ever.
Human‑Centred Tech
Smart analytics paired with plain‑English explanations, so you always understand the “why.”
Goal‑Driven Process
Every plan begins with your definition of success, not a pre‑packaged product catalogue.
Navigating the UK Regulatory Landscape
Brexit, shifting Budget statements and evolving FCA directives have created a maze for investors. Our advisory committee meets after every major policy announcement, analysing the impact on personal allowances, corporation tax and dividend changes. We then issue tailored action reports—so clients adjust portfolios before the market prices in new information.
We also maintain direct channels with HMRC for complex rulings, ensuring your ventures stay fully compliant while exploiting every legitimate relief. With plango.space, regulation becomes a strategic edge, not a stumbling block.
About Us
At plango.space, we believe great financial advice should do more than preserve capital—it should energise people and ideas. Founded in London in 2015 by a trio of former “Big Four” strategists, we recognised a gap between traditional wealth management and the entrepreneurial pulse of modern Britain.
Our team now spans chartered financial planners, tax specialists and behavioural scientists, all united by one purpose: to give clients the clarity to act decisively. We work shoulder‑to‑shoulder with tech founders in Manchester, family‑run manufacturers in the Midlands, and retiring professionals in Surrey—each requiring nuanced, fiercely independent thinking.
Technology underpins everything we do. Proprietary cash‑flow modelling, real‑time portfolio dashboards and secure client portals mean data is always up to date and insights travel at the speed of business. Yet numbers are only half the picture; we measure success by the freedom our clients gain to pursue what matters most.
As a privately owned firm with no product ties, our advice is uncompromised. We charge transparent, flat fees and publish our client satisfaction scores quarterly. In short: we succeed when your plans succeed—nothing more, nothing less.
Building Inter‑Generational Wealth
True prosperity outlives the original wealth‑builder. We design inheritance‑tax‑efficient structures that protect assets for children and grandchildren without stifling access today. From family investment companies to discretionary trusts, we model scenarios under varying growth and tax assumptions, stress‑testing for market downturns and legislative shifts.
Our advisers then facilitate open‑table family meetings—bridging financial knowledge gaps and reducing future conflict. The result is a cohesive, values‑driven roadmap that preserves both capital and family harmony.
Emma Richardson – “Plango translated my messy freelance income into a tax‑smart savings plan that finally feels doable.”
Harpreet Gill – “We were overwhelmed after selling the company. Their calm, methodical approach saved us a fortune in CGT.”
Daniel O’Connor – “Clear dashboards, fair fees, and zero jargon. Easily the most transparent advisers I’ve met.”
The plango.space Process
Discovery Call – 30‑minute video chat to understand goals and concerns.
Data Deep‑Dive – Secure document upload and cash‑flow capture.
Strategy Blueprint – Detailed recommendations, risk modelling and fee summary.
Implementation & Tracking – Seamless execution plus ongoing performance dashboard.
Quarterly Reviews – Adjustments based on life changes, markets and legislation.
Send us a message!
Address: 78 Rosewood Crescent, Manchester, M14 5UJ, United Kingdom
Email: [email protected]
Phone: +44 20 3816 1826