Grow and protect your wealth, for today and for your children.
Investment strategies, tax optimisation, wealth structuring: DadPlans connects you with the elite advisers in our network.
You have capital to grow, want to prepare for retirement, or transfer wealth smoothly? We build a solid, responsible action plan aligned with your values.
DadPlans acts as a business introducer. All recommendations are neutral and based on your unique interest.
★★★★★ 380 dads supported in their wealth strategy since 2023
Complete audit • Tax optimisation • Secure transfer
Customised wealth strategies
Complete wealth assessment, scenario simulations, investment plans tailored to your family and risk tolerance.
Multi-specialty experts
IFAs, solicitors, tax advisers, wealth engineers: a complete ecosystem covering transfer, income, and taxation.
Process managed by DadPlans
Every step is tracked: from initial assessment to solution implementation, with regular reporting and annual adjustments.
Structuring your wealth has never been clearer
360° wealth assessment
We analyse your assets, cash flow, taxes, and family priorities. You leave with a clear and objective view.
Personalised strategy
Property investment, ISA, SIPP, family trusts, managed portfolios: we structure a plan suited to your timeline.
Annual follow-up and management
Your DadPlans adviser remains your co-pilot: adjustments, taxes, updates based on your family life.
"I wanted to prepare the transfer to my two daughters without getting lost in taxes. DadPlans organised a complete assessment, set up trusts, and optimised my portfolio. Result: a clear plan, secured wealth, and advisers who speak dad."
David, 45 – Tech executive, dad of 2 girls
What DadPlans guarantees
A responsible approach, where every wealth decision is secured and aligned with your family vision.
DadPlans-certified advisers
Independent IFAs, fiduciary duty, regularly audited by the DadPlans wealth team.
Transparent solutions
No hidden kickbacks. You know who gets paid, how, and why a solution is chosen.
Legal security
Structures validated by solicitors and tax specialists. Compliance ensured for you and your heirs.
Long-term vision
We stay by your side: annual review, wealth reporting, tax watch, and qualified investment opportunities.
They trust us
Over 500 dads have already protected their family with DadPlans
Let's build the strategy that secures your family's future.
A DadPlans wealth adviser calls you back, conducts your audit, and gathers the right experts. You keep the big picture, we handle the execution.
- • Free wealth diagnostic
- • Independent certified advisers
- • Long-term follow-up with DadPlans