Partner and Head of the Private Client team
Founder
Here at Plan 100, we suggest to all our clients that they leave a ‘digital legacy’ i.e. an online version of the box under the bed or the safe in the office, so that their affairs can be more easily accessed and managed when the time comes.
Zenplans offers a user-friendly, easy to navigate and comprehensive space for our clients to do just that. They provide guidance for the adviser and the client and are readily available should we or they need specific advice or just pointing in the right direction. Zenplans features on our meeting agendas every time now – we believe they offer a valuable resource to all our clients and we are happy to have them on our list of trusted third party service providers.
Director
As we move into a digital world, I think something like this is really important. I love it and it lends to where I’m going with my business. I’m going to be giving a Zenplan to every new client and encouraging them to use it. I’m going to roll it out as something goes out to every client because I really do think people need to be able to put everything somewhere.
Managing Director
I had envisaged wanting a closer relationship with certain long standing clients where we have more regular engagement with them. We had been using basic tools like spreadsheets and word documents, to create a basic version of Zenplans. Then I saw an advert and you seem to be doing exactly what I had been picturing.
Financial Adviser
Assistant Director
Solicitor and Director
Zenplans is a great platform for clients to organise their documents and financial affairs. Engaging with Zenplans means I can support my clients more effectively than ever by helping them ensure they are organised and that the right people have access to information at the right time. Clients have found this suggestion helpful and consider the platform easy to use.
Co-founder
Principal
Zenplans helps us get a fuller picture of our clients’ personal circumstances. In preparing accounts for their businesses and personal tax returns we only get to know part of their overall financial position. However, there are many aspects we’re not privy to such as inherited assets, assets whose income is tax-free and pension pots some of which can be significant. Now, with Zenplans, we’re able to fill those gaps and, consequently, are in a much better position to give our clients the most well-informed advice.
Departmental Director
At Palmers Law, we’re always looking for thoughtful ways to support our estate planning clients. Zenplans has been a helpful addition, providing a secure and practical way for clients to organise important information, including the digital aspects of their lives that are often easy to overlook. Having everything in one place, from key documents to online accounts and digital assets, helps ensure that the right people can access what they need, when they need it. It’s a useful tool for managing digital legacy and supporting families at what can be a difficult time.
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