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Scale, relaunched

Stop being the best-kept secret in financial planning.

Scale OS is the fractional CMO and complete growth system for ambitious UK financial planning firms who want consistent client opportunities, without leaning on referrals or waiting for the next good year.

For owners of UK financial planning firms doing £500k to £5m in revenue. Retainer, filming days and podcast production, all built specifically for financial planning.

Get the details → Book a call with Adam
Firms we work with
Becketts
Pura Vida Financial Planning
57 North Financial Planning
Clear Future Financial Planners
Oakmere Wealth
What we offer

Three ways to work with Plannex Scale.

A monthly retainer that runs your growth system, filming days that bank months of content in a sitting, and podcasts that build an audience over time. Used together or standalone.

The retainer

Scale OS

The complete monthly growth system, run by a team that only works with UK financial planning firms. Includes one Authority Day filming shoot every six months at no additional cost.

Most popular
Scale OS
£1,500+ VAT / month
Minimum 12 months, rolling thereafter
The complete fractional CMO retainer. Seven-component growth system, monthly accountability call, and an Authority Day every 6 months, included.
  • Positioning, partnerships, referrals, content and CRM, run for you
  • Monthly content plan, LinkedIn planning, newsletters, blog scheduling
  • Monthly accountability call and results dashboard
  • Authority Day filming every 6 months, included
  • Website maintenance and ongoing updates included
Filming days

Short-form content that builds profile

Single-day shoots that bank six months of content in one sitting. Evergreen by design, so nothing dates.

The filming day
The Authority Day
£6,000+ VAT / day
Included in Scale OS every 6 months. Also available standalone.
A single day on location, multi-camera, batched hard. Six months of content per day, twice a year for full coverage.
  • 15 to 20 FAQ videos and 6 to 8 insight pieces
  • 2 to 3 evergreen brand films and 2 to 3 hero pieces
  • 50+ social-ready assets, long cuts, micro-clips and quote cards
  • Six-month content calendar and posting schedule
  • Full edit, branding and captioning
Podcasts

Long-form, episodic, an ongoing presence

Produced podcasts that build an audience over time. Pick the format that suits the firm: per-episode remote, single-day in-person, or a two-day shoot for a full quarter of episodes.

Per episode
Remote podcast (Riverside)
From £650+ VAT / episode
Monthly bundles available
Remote recording on Riverside. No travel or studio day, the simplest way to keep a consistent show running.
  • 30-min educational: £650/ep, £1,200/mo (x2), £2,000/mo (x4)
  • 1-hour guest: £950/ep, £1,750/mo (x2), £3,000/mo (x4)
  • Full edit, show notes, audiogram per episode
  • 2 to 5 social clips per episode
One day
In-person podcast day
£5,000+ VAT / day
One upfront investment. No monthly fee.
A full day on location with a multi-camera setup. We come to you, and at least three episodes are captured in the day.
  • Three or more finished episodes
  • Multi-camera setup, full crew on site
  • Full post-production on every episode
  • Show notes, audiograms and social clips per episode
Two days
Influence Pro
£7,500+ VAT
One upfront investment. From around £750 per episode.
A two-day shoot on location, multi-camera. The content engine: a full quarter of episodes captured in one go.
  • 6 to 10 fully produced episodes
  • Multi-camera, two-day shoot on location
  • Show notes, audiograms and social clips per episode
  • Distributed across all major platforms
Documents

The document library, ready to brand as your own.

A library of standard client documents, branded to your firm and rewritten in your voice. Not bespoke design work. If it helps you sell, onboard and retain clients better, it's already written.

Client onboarding pack
"What to expect from us" guide
New client information guide
Discovery meeting agenda
Welcome letter
Plan delivery cover letter
Annual review invitation letter
Annual review pre-meeting questionnaire
Annual review summary letter
Life event touchpoint letters (suite of 6)
Client testimonial request
Referral thank you letter

Each document is branded to your firm, rewritten in your voice, and reviewed alongside your compliance sign-off. We supply the templates. Your firm keeps the version, ready for reuse.

The positioning

Fractional CMO, built for UK financial planning firms.

Senior marketing leadership, strategy and execution for firms too small to justify the £150k cost of a full-time hire, too big to keep running marketing as a side-of-desk job. Scale OS is the retainer. Filming and podcast are the add-ons. All of it is specialist to your sector.

Prefer to skip the brochure?

Book a 45-minute call with Adam directly. No pitch. He'll ask what you're trying to solve, tell you honestly whether Scale is the right fit, and, if it isn't, point you somewhere useful.

Book a 45-minute call →