Plannex®

Description

Plannex helps UK financial planners connect, scale and succeed with expert-led training, community support and marketing strategy. | About Plannex | Empowering Financial Planners to Grow & Thrive Skip to main content Close Search Cart Close Cart About Us Connect with the leading financial planner, share your challenges, gain deep insights and grow together. At Plannex, we’re more than just a team, we’re part of a growing community of forward-thinkers. From training and events, to everyday support, our passionate team helps make it all happen. Adam Carolan CEO Adam heads up the business side of Plannex and also works with firms on the TechStack and AdviceStack product. His background is 20 years in financial planning from Administrator to Managing Director and all things between. Rohan Sivajoti Co-founder At Plannex, Rohan

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