Planhappy
Financial planning training, practice support and platform services for advisers building independent firms
Highlights
- New on EvolcAdded 2026-11-05
About Planhappy
PlanHappy provides financial planning education, adviser programmes and a Business-in-a-Box service for setting up a directly authorised practice. Its offering includes exam support, client-work processes, administration, paraplanning, compliance, technology, marketing and platform and investment services.
The PlanHappy Academy supports people seeking the CII Level 4 Diploma in Regulated Financial Planning. Its Competent Adviser Status and Appointed Representative programmes offer pathways to real-world experience, while partnerships support advisers in building their own firms. The platform is available through approved financial advisers.
PlanHappy was spun out of Joslin Rhodes in 2018. Its registered seat is Stockton-on-Tees, United Kingdom.
Product: Financial planning education, adviser development programmes, practice-building support and an investment platform for approved advisers.
Jobs at Planhappy
Leadership
- Neil Parker · founder and CEOSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
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Content delivery
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Forms
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Marketing & advertising
- LinkedIn InsightMedium confidence
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Privacy & consent
- CookieYesHigh confidence
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- Website resourcedeclared script/iframe or software asset
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.