At Plan Financial, we offer Life, Critical Illness, Income Protection and Whole of Life products from a panel of leading insurers. We also offer General insurance products from Legal & General.


Financial Protection

Our role is to firstly help you understand the need for insurance, then find a solution that will ensure what you care about most is properly protected.


Death, serious illness or being unable to work are distressing aspects of life. Protecting you and your family can ensure that money worries at least are eliminated, leaving everyone free to concentrate on what’s important at a difficult time.


We’ll make sure we understand your needs and budget before carefully recommending the right package for you… and you can be assured that the advice you receive will be very clearly explained.



Building and Contents/Landlords Insurance


Your home and its contents are likely your most valuable financial assets. We offer a value for money insurance solution, which can be tailored to your personal requirements.

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ


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T: +44 (0)1179 063 431


Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority ( under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 9378889. Registered in England and Wales.