Independent financial consulting rooted in British expertise, powered by global insight.
Plan with Confidence. Grow with Plango.
Plango.uno helps individuals, families and owner‑managed businesses translate ambition into action. From day‑one cash‑flow mapping to multi‑generational wealth transfer, our FCA‑regulated advisers combine rigorous analysis with down‑to‑earth guidance—so you can move forward decisively, whatever the market brings.
Why Choose Plango?
Whole‑of‑Market Access
We scan the entire UK investment and insurance universe, not a captive panel, to source the most competitive, tax‑efficient solutions.
Behavioural Coaching
Volatility is inevitable; costly emotional reactions aren’t. Our advisers act as rational “shock absorbers” when headlines shout.
Transparent Fees
A single, all‑in percentage or fixed project fee—clearly quoted upfront and reviewed annually. No hidden extras.
Tax‑Smart Optimisation
ISA stacking, pension tapering, IHT mitigation—we stitch multiple wrappers together so every pound works harder.
About Us
For more than a decade our advisers have sat at kitchen tables and board‑room desks alike, turning complex financial questions into clear, achievable plans. We started Plango in London in 2014, frustrated by how impersonal “big‑bank” advice had become and convinced there was a better way.
Our practice was built around three promises: clarity over jargon, strategy over sales, and partnership over transactions. Those promises still guide every report we draft and every recommendation we sign off.
Being independent means we answer only to you. We receive no product commissions—ever—so our guidance is driven purely by suitability and evidence. We are directly authorised and regulated by the Financial Conduct Authority, giving you robust consumer protections and recourse.
Finally, we invest heavily in technology—but never at the expense of the human touch. Secure client portals, on‑demand video reviews and real‑time portfolio dashboards sit alongside traditional face‑to‑face meetings, ensuring you stay in control and fully informed.
Navigating the UK Tax Landscape
Changes to the Personal Allowance taper, corporation‑tax thresholds and CGT exemptions have made planning more complex than ever. We continually monitor HM Treasury releases and draft scenario buffers before legislation is finalised, so your plan remains resilient even as budgets shift.
At Plango, tax isn’t an after‑thought—it’s woven into every cash‑flow projection, pension contribution and withdrawal strategy. Our in‑house chartered tax adviser collaborates with your accountant to ensure allowances are harvested efficiently and compliance risks are minimised.
Testimonials & Reviews
Client Testimonials
Charlotte Bennett
“Plango translated my messy freelancer income into a three‑bucket system that finally makes sense—and the cash reserve kept me calm during the late‑2024 slow‑down.”
Dr Rahul Mehta
“Every scenario was modelled: NHS pension, private practice, early retirement. The clarity let me cut clinical hours without sleepless nights.”
Emily & Jacob Harding
“We thought proper planning was only for the ultra‑wealthy. One discovery call later we realised how wrong we were—now our family goals have timelines.”
Gareth Owens
“Selling my tech firm was daunting. Plango’s team liaised with my solicitor, accountant and the buyers so I could focus on the deal, not the paperwork.”
Sustainable Investing—Beyond the Label
Green gilts, SFDR, SDR, Article 9 funds—the alphabet soup can mislead. We cut through the noise by using an evidence‑based due‑diligence process that screens funds not just for ESG scores but for true impact metrics and shareholder‑engagement records.
Clients can choose tilt, integrate or impact portfolios, all mapped onto their risk profile. Quarterly stewardship reports show voting records and engagement outcomes, so you see exactly how your capital is working for both returns and responsibility.
Send us a message!
Address: 246 Elmhurst Avenue, London, N20 9LX, United Kingdom
Email: [email protected]
Phone: +44 20 3826 1826