Organise, store and selectively share all of life’s most important information for complete peace of mind.
Organise, store and selectively share all of life’s most
important information for complete peace of mind.
As a client of Hitchell Financial Planning, we would like to invite you to create your own Zenplan.
Our goal is to help you live comfortably knowing that everything important is securely stored in one place, accessible to you and to your family when they need it most.
Kind regards,
Hitchell Financial Planning Team
We believe today’s paperless society and growing digital footprints call for a fresh approach to how people organise their affairs.
Zenplans is a sophisticated tool,
but creating your plan is as easy as pie.

1
Easily organise everything important to you – from
pensions & bills to investments & pets – we cover all.
Easily organise everything important to you – from pensions & bills to investments & pets – we cover all.

2
Everything organised in one place for you – and
anyone you authorise – to view anytime, anywhere.
Everything organised in one place for you – and anyone you authorise – to view anytime, anywhere.

3
Grant immediate or scheduled, full or partial
access to the people closest to you.
Grant immediate or scheduled, full or partial access to the people closest to you.

4
Keep your plan in line with your life with an
intuitive dashboard and email reminders.
Everything organised in one place for you – and anyone you authorise – to view anytime, anywhere.
Your life’s important information, all beautifully presented and available at your fingertips. Perfect for your day-to-day organisation and planning.
The security of your information is our top priority – ISO 27001 certified encrypted servers, TLS encryption transmissions and multi factor authentication.
Enjoy the peace of mind in knowing that those closest to you can access everything they’ll need should your memory start to fade or if you’re no longer there to look after them.
We protect your personal data with best-in-class security, so you can live comfortably knowing that everything important is securely kept in one place. The data within your plan is encrypted – accessible only to you and the people choose to share it with.
Data stored in ISO27001 certified UK data centres
Regular comprehensive vulnerability assessments
Achieved top marks in CREST approved penetration tests
Registered at the Information Commissioner’s Office
In today’s digital world, managing our affairs becomes more challenging as paper records vanish. Having a Zenplan helps you stay on top of everything during life and ensures your loved ones can easily access everything they need should you pass or lose capacity.
Zenplans is designed to cover all aspects of life. Our platform provides step-by-step guidance for over 50 curated sections across our 5 core categories: Assets, Debts, Daily Life, Digital Life and Wishes.
You have the option to add Delegates to your Zenplan – these are the people closest to you in life that you wish to have access to part or all of your Zenplan. Their access can be immediate or scheduled for the future should you pass away or lose capacity.
Your data is protected with best-in-class security, including encryption and 2FA, and undergoes regular third party audits to ensure that security measures remain at the cutting edge. Only you and the people you give access to can view the contents of your plan.
© 2025 All rights reserved. Zenplans Ltd
Leave your details and we’ll send you a demo video, as well as a link to book a personalised walk-through if you’d prefer.
Book a demo to receive a second month free.
Or arrange a set-up call straight away.
To access your free trial and discount, simply copy this code and pop it into the ‘apply coupon’ box on the payment page.
We will send you the code via email too.
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.
Over the next week we will send you 3 emails to help explain how Zenplans can help you and your family
We’ve put together a video to show you how Zenplans works
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.