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U-PLAN

Poynton, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

#estate planning

#wills

#funeral plans

#business lpa (lasting power of attorney)

#personal lpa ( lasting power of attorney)

#trusts

U-PLAN is a Finance and Banking company based in Poynton, United Kingdom (UK), founded in 2017, with 2-10 employees. U-PLAN's profile is verified on Enterprise League.

Overview

U-PLAN is a specialist financial and later life planning consultancy based in Poynton, Cheshire, dedicated to simplifying complex estate and legal arrangements for individuals and families. We provide expert guidance on wills, funeral plans, business LPAs, personal LPAs, and trusts, ensuring clients receive tailored solutions built on transparency and thorough due diligence. With decades of experience, U-PLAN meticulously vets all products and services, prioritizing security, affordability, and informed decision-making. We focus on understanding each client's unique needs and delivering precisely the right solutions, offering peace of mind through expert financial and legal planning.
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Contact Details

info@u-planonline.co.uk

Poynton, United Kingdom (UK), 1a Park Lane

Founded

2017

Company Type

Private Limited Company

Employees

2-10

Categories

Finance
Financial Services

Keywords

#estate planning

#wills

#funeral plans

#business lpa (lasting power of attorney)

#personal lpa ( lasting power of attorney)

#trusts

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