Plannr CRM Achieves SOC 2 Certification, Reinforcing Its Commitment to Secure Innovation in the UK Financial Advice Sector

05 November 2025

London, UK – 5 November 2025

Plannr CRM, a UK-based specialist CRM solution for financial advice firms, is proud to announce that it has achieved SOC 2 certification. This milestone underscores Plannr’s unwavering commitment not only to delivering cutting-edge innovation but to doing so with the highest standards of security and data protection.

In a sector where data security is paramount, Plannr has taken the decisive step of obtaining SOC 2 accreditation to demonstrate to advisers and clients that the systems managing sensitive financial information are built and operated with rigour, transparency, and integrity.

“Advising firms and their clients entrust us with extremely sensitive information; financial records, personal data, policy documents, valuations, and more,” said Nick Harper, Co-Founder of Plannr Technologies. “Innovation matters, but it cannot come at the cost of compromising that trust. By achieving SOC 2 certification, we are making a clear statement: Plannr is committed to delivering our innovative solutions securely, responsibly, and transparently.”

The company notes that this certification supports its commitment to merging innovation and security, both of which are vital to the evolving needs of the investment and financial planning industry.

Plannr already embeds robust security measures throughout its infrastructure, including AES-256 encryption for client data and documents, two-factor authentication (2FA) for advisers and clients, daily vulnerability scanning, and hosting on secure cloud platforms equipped with intrusion detection and audit logging.

Achieving SOC 2 certification places Plannr among the first financial CRM providers in the UK to complete this level of independent assurance, a testament to the firm’s leadership in combining innovation with accountability.

This milestone directly supports Plannr’s mission to empower firms across the advice community, from sole advisers to multi-location networks, to operate more efficiently, confidently, and securely. The certification reflects Plannr’s continued dedication to meeting the growing regulatory, data-privacy, and cyber-resilience expectations shaping the financial advice landscape.

More information can be found here: https://trust.plannrcrm.com/