Support Team

Clare Duncan clare@planitplus.co.uk

Sejal Mallick-Bhatt sejal@planitplus.co.uk

Christine Ford chris@planitplus.co.uk

Lesley Loates lesley@planitplus.co.uk

Dhrupti Shah dhrupti@planitplus.co.uk

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Legal:
Planit+ is a trading name of Ascot Lloyd Financial Services Ltd which is a wholly owned subsidiary of Planitplus Holdings Ltd. Ascot Lloyd Financial Services Ltd, is registered in England.
Company Reg No: 02671680

Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority under number
FSA Registration No: 150620

PRIMARY LINKS

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SECONDARY LINKS

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working with introduers
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SERVICES

personal pensions
SIPPs
ISAs
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wealth management
discretionary management
life assurance
critical illness insurance
planning for care home
preparation of new wills
planning with trusts
estate & inheritance tax
buying an annuity
options at retirement

Planit+

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