Plan-Works

Plan-Works Plan Works is a dedicated provider of bespoke paraplanning and financial planning consultancy

Is your platform due‑diligence due… but you don’t know where to start?Stop drowning in data.Stop comparing platforms bli...
22/01/2026

Is your platform due‑diligence due… but you don’t know where to start?

Stop drowning in data.
Stop comparing platforms blind.
Stop wasting hours piecing together half‑baked research.
It’s time to cut through the noise.

The fastest, clearest and most decisive way to understand the major UK platforms — and choose the right ones with confidence.
You get one independent report that:

Breaks down financial strength
Analyses pricing
Shows wrapper availability
And gives each platform a grading — plus an overall grading

No fluff. No guesswork. Just the insights that matter.

What’s Inside?

🔍 Last year’s platform shake‑ups

Who moved forwards, who fell behind, and what actually changed.

📊 Market share winners & losers

See which platforms are gaining momentum — and which are losing adviser trust.

💷 Profitability & yield on assets

Understand which platforms are financially sound and which may be hiding cracks.

📈 Five‑year financial performance

A proper trend view — not just one‑year snapshots.

🏦 Our Financial Ratings

Independent, transparent, comparable.

💸 Our Pricing Ratings

Simple scores that reveal real value.

📦 Our Wrapper Ratings

Know instantly which platforms support your planning.

🏆 Overall Platform Rating

The quick, confident way to shortlist or justify recommendations.

🔎 Deep‑dives + The Plan Works Take

What we actually think — clearly explained, jargon‑free.

All this for £300

Address

50 Pipers Field
Reigate
TN225YH

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