Welcome..
to PlanIt Future.
Financial planning with purpose.
Financial Planning with Purpose
Award-winning
Chartered Financial Advice
Building a better future for those with special needs and their carers.
“The best thing about Rhiannon is that she is very approachable. She understood what we needed and she doesn’t mind explaining things lots of times. She’s just easy to talk to, really.”
“This information will be a life-saver for us!”
A safe pair of hands
With decades of professional experience, we are dedicated to helping the families of loved ones with special needs plan for the future. We understand the legal, medical and financial challenges that many parents, grandparents and siblings face in their role as carers.
At PlanIt Future Financial, our aim is to inform, educate and advise those wishing to protect the most vulnerable in society, whilst not forgetting that carers have their own planning needs too.
Latest Blog Posts
“Rhiannon is highly knowledgeable, personal, empathetic and an extremely safe pair of hands that we have come to implicitly trust with our financial planning”
Upcoming events
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February 2024
1/2 BANES Parent Carer Forum
6/2 West Sussex Parent Carer Forum
13/2 Shropshire Parent Carer Forum29/2 Open to all
Webinar - Introduction to Special Needs Financial Planning -
March 2024
14/3 Southwark Independent Voice
19/3 Hounslow Parent Carer Forum26/3 Client exclusive event - Transition to Adulthood
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Eventbrite Courses
Open to all
Wills and Trusts for Special Needs
29th February at 10:30am
How PlanIt Future Financial can help
Expert guidance from a calm and empathetic adviser who has been there.
Investment planning
Helping you invest for a child with special needs and for your future
Protection planning
Making financial provision for guardians and those left behind.
Retirement planning
Saving and planning for your retirement.
Intergenerational wealth management
Navigating the complications of multi-generational planning with the extra what-if.
Will writing
Knowing what to ask your solicitor regarding your will.
Will writing is not regulated by the Financial Conduct Authority.
Client stories
We’ve helped countless people find peace of mind, knowing that their finances - and their families - are taken care of. Some of them have been kind enough to share their stories.
Need support?
Don’t worry, that’s what we’re here for. Tell us what you’re hoping to achieve, and together we’ll work to find the very best way of getting there - without any needless and confusing jargon.