PlanEasy aims to make professional financial advice accessible to a wider audience by leveraging technology to create affordable, personalized financial plans. The company's mission is to help individuals in the UK understand their financial situation, set clear goals (such as for retirement or property purchase), and receive a step-by-step plan to achieve them. PlanEasy operates as a trading name of E-finity Leads Ltd, which is authorised and regulated by the UK's Financial Conduct Authority (FCA).

Founded in

United States