Choice Future Planning

l to r: Cllr Harry Trueman, Sunderland City Council with Adrian Holland and Kayleigh Johnson, both directors of Choice Future Planning

Sunderland is first choice for Choice Future Planning 

A fast-growing Sunderland business plans to more than double its workforce by the end of 2016.

Choice Future Planning, which provides financial products for the over 50s, relocated from Shildon in County Durham to West Quay Business Village in Sunderland as part of its expansion. It received support and advice from Sunderland City Council to find its new head office and successfully applied for a £400,000 grant from the Let's Grow Regional Growth Fund to support the creation of 104 new jobs.

Director Adrian Holland said: "We specialise in later life planning - financial planning for people who are 50-plus. This is a large part of the population who have some very specific financial challenges.

"We are expanding and need more good customer relationship managers. These are premium, well paid careers that offer a good salary and structured progression. We also offer a pension scheme, free gym membership and discounts with retailers. We really want to look after our staff."

Choice Future Planning was established in 2014 as a spin-off from Adrian Holland's financial services business Kudos Wealth Management, which has been operating in pensions and mortgages since 1992. 

Adrian Holland said: "We really needed somewhere larger and more central. Sunderland has a great workforce and a good transport infrastructure. We received great support from the City Council. The Business Investment Team was excellent. They worked really hard with us to find the right premises and assisted in negotiating the move."