About PlanIt+ is a trading name of Planitplus Limited


Planit+ was born on 3 June 1991, with the principal aim of delivering high quality, professional independent investment advice to the clients of a Chartered Accountancy practice.

Over the years, this expanded to include the clients of a number of different accountancy and solicitor practices, as well as recommendations from our many happy clients.

In 2004, significant financial legislative changes were looming on the horizon and we took a long hard look at our business and the market in general and discovered exactly what was (and is) wrong with the way traditional investment advice is delivered in the UK.

As a result, we introduced a refreshingly different way of dealing with investment and financial planning advice which has been like a breath of fresh air to both new and existing clients alike.

We are extremely proud of our alternative approach which is delivered by our highly trained and qualified team, for example, one of our Directors is one of only around 1000 Chartered Financial Planners in the UK.

Although highly technically competent, we also pride ourselves in our ability to advise our clients in user friendly language, enabling them to understand more about the choices available to them.

Planit+ is a trading name of Planitplus Limited which is authorised and regulated by the Financial Services Authority(www.fsa.gov.uk/register).

FSA Registration No: 148869