This is our Haus.
This is our Haus.
Please, come in.
Please, come in.
Plan Haus is built and ran by a qualified financial planner and financial marketing expert with almost a decade of experience.
Plan Haus is built and ran by a qualified financial planner and financial marketing expert with almost a decade of experience.
Plan Haus is built and ran by a qualified financial planner and financial marketing expert with almost a decade of experience.
200+
200+
200+
Firms worked with.
Firms worked with.
10
10
10
Years in Advice (nearly).
Years in Advice (nearly).
2
2
2
People. No big teams.
People. No big teams.
You may be thinking - "why did you choose that name?".
Let us explain.
Why Plan Haus?
Why Plan Haus?
The Plan Haus Family.
The Plan Haus Family.
The Plan Haus Family.
Small, family-focused, personal.
Small, family-focused, personal.
Dan Graham
Founder & Director
Dan Graham
Founder & Director
Dan has worked in financial planning for almost a decade, and is a qualified financial planner. Previously, he was Head of Community at NextGen Planners and also Head of Agency at Plannex Scale.
He's an expert in financial marketing and design for financial planning businesses.
Outside of work, Dan likes Football, indoor plants, gardening, and hiking in the Lake District with Jess and Muna. He's also a fan of the craft ales - with anything from Wylam Brewery being his favourite.
Dan has worked in financial planning for almost a decade, and is a qualified financial planner. Previously, he was Head of Community at NextGen Planners and also Head of Agency at Plannex Scale.
He's an expert in financial marketing and design for financial planning businesses.
Outside of work, Dan likes Football, indoor plants, gardening, and hiking in the Lake District with Jess and Muna. He's also a fan of the craft ales - with anything from Wylam Brewery being his favourite.
Dan has worked in financial planning for almost a decade, and is a qualified financial planner. Previously, he was Head of Community at NextGen Planners and also Head of Agency at Plannex Scale.
He's an expert in financial marketing and design for financial planning businesses.
Outside of work, Dan likes Football, indoor plants, gardening, and hiking in the Lake District with Jess and Muna. He's also a fan of the craft ales - with anything from Wylam Brewery being his favourite.
Jess Graham
Support
Jess Graham
Support
Jess is there to be Dan's sounding board when making big decisions, and keeping him sane in times of confusion.
She's Head of HE Partnerships at Unifrog and is passionate about education and pathways for the next generation.
When not working, Jess has a soft spot for Cryptic Crosswords, Coffee and exploring new places. Her favourite place is the Lake District with Dan & Muna.
Jess is there to be Dan's sounding board when making big decisions, and keeping him sane in times of confusion.
She's Head of HE Partnerships at Unifrog and is passionate about education and pathways for the next generation.
When not working, Jess has a soft spot for Cryptic Crosswords, Coffee and exploring new places. Her favourite place is the Lake District with Dan & Muna.
Jess is there to be Dan's sounding board when making big decisions, and keeping him sane in times of confusion.
She's Head of HE Partnerships at Unifrog and is passionate about education and pathways for the next generation.
When not working, Jess has a soft spot for Cryptic Crosswords, Coffee and exploring new places. Her favourite place is the Lake District with Dan & Muna.
And, of course…
And, of course…
And, of course…
Muna Graham
Lovable Pest
No introduction necessary. She's just a Springer Spaniel who loves a never-ending game of fetch and swimming.
No introduction necessary. She's just a Springer Spaniel who loves a never-ending game of fetch and swimming.
We're small on purpose.
We're small on purpose.
We don't want to become an empire, and that's not what we're aiming for. Our main focus is doing world class work and creating personal relationships with our clients.
We don't want to become an empire, and that's not what we're aiming for. Our main focus is doing world class work and creating personal relationships with our clients.
How our process works.
How our process works.
How our process works.
We don't want to become an empire, and that's not what we're aiming for. Our main focus is doing world class work and creating personal relationships with our clients.
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
