Brilliant advice deserves a

Brilliant advice deserves a

brilliant experience.

brilliant experience.


Design, client experience, websites, videos & branding. For financial planners only.


Design, client experience, websites, videos & branding.

For financial planners only.


Design, client experience, websites, videos & branding. For financial planners only.

Chat with us

We're here to help you and your financial planning business level-up and become as brilliant as the plans you build.

Welcome to the Haus.

Welcome to the Haus.

Design & Marketing

Design & Marketing

Design & Marketing

for Financial Planners only.

for Financial Planners only.

for Financial Planners only.

Design & Client Experience

Design & Client Experience

Design & Client Experience

Be proud of the materials you provide to your clients, and the experience that you provide them with.

Be proud of the materials you provide to your clients, and the experience that you provide them with.

Be proud of the materials you provide to your clients, and the experience that you provide them with.

Video

Video

Video

Build a content library, enhance your client experience, and develop your brand with industry-standard video production.

Build a content library, enhance your client experience, and develop your brand with industry-standard video production.

Build a content library, enhance your client experience, and develop your brand with industry-standard video production.

Websites

Websites

Websites

Give your financial planning business a world-class website and kick off your client experience in style.

Give your financial planning business a world-class website and kick off your client experience in style.

Give your financial planning business a world-class website and kick off your client experience in style.

Branding

Branding

Branding

Build or refresh your brand so it feels right for your financial planning business, and take it to the next level. 

Build or refresh your brand so it feels right for your financial planning business, and take it to the next level. 

Build or refresh your brand so it feels right for your financial planning business, and take it to the next level. 

What our work looks like.

What our work looks like.

What our work looks like.

We've built so much for financial planners over the years that we've got enough to fill a spinning carousel thing-y. Cool, right?

We've built so much for financial planners over the years that we've got enough to fill a spinning carousel thing-y. Cool, right?

Your advice changes lives.

Now, let's show it.

Your advice changes lives.

Now, let's show it.

We know that the financial planning you do every day for your clients truly changes their lives.


Our job is not to tell you how to do it, or to point out what we would do instead.


We’re here to help you revolutionise your client experience, and show your clients how great you really are.

We know that the financial planning you do every day for your clients truly changes their lives.


Our job is not to tell you how to do it, or to point out what we would do instead.


We’re here to help you revolutionise your client experience, and show your clients how great you really are.

We know that the financial planning you do every day for your clients truly changes their lives.


Our job is not to tell you how to do it, or to point out what we would do instead.


We’re here to help you revolutionise your client experience, and show your clients how great you really are.

The faces behind the Haus.

The faces behind the Haus.

The faces behind the Haus.

Purposefully small. Passionately personal.

Purposefully small. Passionately personal.

Dan Graham

Dan Graham

Director

Director

Dan is a qualified financial planner, and has been working with firms for almost a decade.

Dan is a qualified financial planner, and has been working with firms for almost a decade.

Dan is a qualified financial planner, and has been working with firms for almost a decade.

Jess Graham

Jess Graham

Support

Support

Jess is Dan's main sounding board in our small family business. She's also a cracking swimmer and a great cook!

Jess is Dan's main sounding board in our small family business. She's also a cracking swimmer and a great cook!

Jess is Dan's main sounding board in our small family business. She's also a cracking swimmer and a great cook!

Muna Graham

Muna Graham

Chaos Creator

Chaos Creator

Our Springer Spaniel, Muna, does not have an official role in the business, other than keeping us entertained and happy.

Our Springer Spaniel, Muna, does not have an official role in the business, other than keeping us entertained and happy.

Our Springer Spaniel, Muna, does not have an official role in the business, other than keeping us entertained and happy.

We get what you really do.

We get what you really do.

We get what you really do.

(not what other agencies think you do!)


(not what other agencies think you do!)

(not what other agencies think you do!)

What our clients say about us.

What our clients say about us.

What our clients say about us.

"Working with Dan was the best value investment I've made as a business."

Director at Arboretum

"Working with Dan was the best value investment I've made as a business."

Director at Arboretum

"Working with Dan was the best value investment I've made as a business."

Director at Arboretum

Ready to get started?

Ready to get started?

Leave us a message below

Leave us a message below


Drop us an email:

dan@planhaus.co.uk

Plan Haus is registered in England & Wales.


Company Number 17202366.


© Plan Haus 2026.


Privacy Notice

Plan Haus is registered in England & Wales.


Company Number 17202366.


© Plan Haus 2026.


Privacy Notice

Plan Haus is registered in England & Wales.


Company Number 17202366.


© Plan Haus 2026.


Privacy Notice