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Self-serve available · TFP support preparing to open

Keep planning now. TFP contact support is preparing to open.

The Finance Place tools and Money Plan are available now. The contact service remains closed while the final launch checks are completed.

How it works

One request. The Finance Place handles it.

Explain the outcome you want and your request comes to The Finance Place first. We review it ourselves and come back to you rather than automatically sending your details to another firm.

1 · Tell us what you need

Choose the service area, add your postcode if location matters, and give us a short overview. You can also attach a prepared Money Plan handoff if you want to.

2 · We review the request

We look at what you are trying to achieve, the context you have chosen to share and what an appropriate next step could be. This review is not regulated financial advice.

3 · We come back to you

The Finance Place contacts you about the next step. If specialist or regulated help is needed, we will explain that before anything is passed on.

Not sure what kind of help you need?Keep using the tools first

Contact availability

Keep planning at your own pace.

The Finance Place contact service is not open yet.

You can use the calculators and save your next steps in Money Plan now. Contact requests will become available when the service opens. This form is currently closed and cannot accept your details.

Open My Money Plan →Keep using the tools →
A short overview is enough.

Please do not include passwords, security codes, full bank/card details, National Insurance numbers or detailed medical/health information here. If a health circumstance may affect the request, it is enough to say that at this stage; give detailed medical information directly to an appropriately authorised professional if they later need it.

Submitting this request asks The Finance Place to review what you need and contact you about the next step. Saved plans remain on your device unless you explicitly add a prepared handoff here and press Send. Privacy & data use.

If The Finance Place later arranges an introduction and a referral payment applies, we will explain the relevant relationship or payment before the introduction where required. Any fees for regulated advice or another professional service must be explained by the provider of that service. Important information.

The Finance Place uses this request to understand what help you are looking for and decide how to respond; the form itself does not recommend a specific firm or decide that a product or professional is suitable for you. Regulated advice, suitability assessment and product recommendations must come from an appropriately authorised professional.