Plotting a path to achieving financial goals

There is no ‘one size fits all’ solution for financial planning – you may need one-off advice on a particular topic such as retirement, or a comprehensive plan for your overall finances with ongoing support.

Stack Financial Planning bundles resources, software and a complimentary support helpline which provides direct, one to one financial planning consultations* with qualified professionals.

Stack Financial Planning resources and advice are provided by qualified financial planners or investment professionals.

*If you seek repeated assistance for the same issue you will need to assign a financial planner; ongoing support packages will be available at special discounted rates reserved only for business stack platform customers. Lines open Monday-Friday 09:00-17:00. Excluding Bank holidays.

Included with stack financial planning

Stack Financial Planning customers have access to the following benefits to support their financial goals:

  • Financial Planning support helpline

    Discuss your queries and questions with a financial planner or investment professional*

  • Financial Planning software

    Manage your finances on the go

  • Financial Planning support mailbox

    Email queries responded to via your preferred communication method

  • Expert know how and tips
  • Discounted rates available on additional financial planning services

Financial planning,
inclusive consultations
and preferential rates

Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing.

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When a plan is in place, it’s easier to make financial decisions and ensures you stay on track to meet you goals.

The Stack Financial Planning helpline provides you the opportunity to discuss what you have and what you want to achieve.

All initial consultations are complimentary.

Financial planning support helpline