Plannex is a UK-focused brand supporting financial planners and firms to connect, develop their skills and grow their businesses. Built in response to professionals feeling disconnected and held back by outdated systems, Plannex aims to make learning accessible and provide practical, people-first support. Its community, Plannex Connect, brings financial planners together with peers, mentors and resources to share challenges, ideas and expertise.

Plannex Scale offers a done-for-you marketing service, combining strategy with tools and tactics designed to help firms attract and convert their ideal clients. The brand also provides training to help individuals and teams build their capabilities and support firm growth. Through Plannex Live, including its 2026 event, members and industry professionals can meet, exchange insights and learn from leading financial planners.

Plannex describes itself as trusted by more than 2,000 planners in the UK and beyond. Its services are designed to help financial planning professionals feel better supported, strengthen their businesses and pursue sustainable growth with greater confidence and clarity