Informed Choice is creating a feature-length documentary on the financial planning challenges for the baby boomer generation.
The film has entered pre-production where the firm will decide on storylines and themes while appealing for expert interview subjects in different areas.
Filming is expected to start in the new year and be completed by the autumn, when an audience of financial planners will be offered a special screening.
A public online and DVD release is scheduled for the end of November 2014.
Informed Choice plans to run a crowdfunding campaign in the summer to fund the editing and post-production of the documentary.
Managing director Martin Bamford says he is aiming to bring financial planning to a wider audience.
He says: “Making a documentary is something I have wanted to do for a number of years, since my first book was published in 2006.
“I am passionate about this topic and briefly considered writing another book before deciding that filming a documentary would be a better way to explore these important themes.”
Bamford says he has the necessary photography equipment to film a professional broadcast but needs to raise money to carry out the final edit.
He says: “We have been honing our filmmaking and interview skills recently with a series of videos with local business leaders for our YouTube channel and website.
“I have also been spending time watching other documentaries on Netflix and talking to filmmakers to learn from the best.”
Highclere Financial Services partner Alan Lakey says: “It is innovative and fits in with Informed Choice’s heavy use of social media.
“If it enhances the image of the profession and gets them more clients then good luck to them.”