| Plans
30-day free trial: Start using Plans today
Pricing: £7.99/month

Let us handle the paperwork.

Plans is the revolutionary way to digitise your finances.

Get what you need faster, find out what you're worth and make life simple!

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Capture your financial everything.

Plans is your own personal digital vault for your financial information.

Use it as the place to keep track of your financial products, assets and valuables.

Paperwork, meet your new home.

Plans is the place to keep everything in your financial world.

Store insurance certificates, savings statements, property details and much, much more...

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Instantly know what you're worth.

Knowing what you've got means you can plan for the future.

Plans uses intelligent instant valuations to tell you precisely where you stand.

Find essential information fast.

Plans has everything you need in an emergency.

You can quickly access reference numbers, contact numbers and policy details.

So Simple to get started.

Feeling lazy?

Send your paperwork to us and we will digitise your account for you.

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Feeling pro-active?

Get started immediately with easy online account management.

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With PLANS you can send your paperwork to us and we will set up and update your account for you!

2 simple ways you can send paperwork to us:


Attach PDF’s or photos of your paperwork on PLANS, we extract the key information and update your account for you.


When you sign up for your 30 DAY FREE TRIAL, we’ll send you a Freepost envelope. Use this to send your paperwork to us, we extract the key information and update your account for you.

Each time you send us a Freepost envelope, we’ll send you another one so you can keep PLANS completely up-to-date.

With PLANS you can set up all of your financial products and see your net worth within just a few minutes of joining.

Our simple 3 step process for adding plans will guide you through the process.

You can easily add up to 115 different types of financial products.

PLANS supports live prices for all UK listed Funds, Stocks and Shares.

Why you'll love Plans

Life's too short to dig through piles of paperwork to find your information.

Get what you need faster, know what you're worth and make life simple!

30 day free trial

All paperwork handled!

Use the freepost service
Know your net worth
Find essential information fast


Normal price, £7.99 per month