Contact Us

We are here

The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees,  TS18 3TA

phone-icon

Call us

Working hours

Monday – Friday : 9am til 5.30pm

Interested? Get in touch.

Why not take a chance and join the other companies who’ve already joined the PlanHappy revolution.  

To see why PlanHappy really is the latest thing in financial adviser software and to learn why joining now is the best thing to do, simply fill in the form and we’ll get back to you.  

Or why not book a demo? Your demo is no obligation and we’re a friendly bunch.

Get in touch to find out how PlanHappy can benefit your business, will help streamline your pipeline and why now is the ideal time to get on board.

Book a free demoReceive more information
Practice ManagementBusiness Workflow & AutomationTraining & CompetencyAdvice & Planning ToolsInvestment SolutionsPlanHappy Lifestyle Financial Plannning
New Business, Fees & Revenue MgmtManagement Info & ReportingEstate PlanningMarketing & Enquiry Managementplanhappy Technology

By using this form you agree with the storage and handling of your data by this website.

Tick the box if you would like to receive news, product updates and feature release information.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.

Please keep me up to date

I am interested in:

By using this form you agree with the storage and handling of your data by this website.

Free Demo Request

Practice ManagementBusiness Workflow & AutomationTraining & CompetencyAdvice & Planning ToolsInvestment SolutionsPlanHappy Lifestyle Financial Plannning
New Business, Fees & Revenue MgmtManagement Info & ReportingEstate PlanningMarketing & Enquiry Managementplanhappy Technology

By using this form you agree with the storage and handling of your data by this website.

Tick the box if you would like to receive news, product updates and feature release information.