Special Needs Financial Planning
It takes a team
The range of funding and support packages for those with disabilities creates complications and traps when planning for the future.
Building the right team of professionals is crucial.
PlanIt Future..
in the press
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In March 2024, Rhiannon was featured in Professional Adviser discussing her work with SEND families. You can read the article here:
https://www.professionaladviser.com/feature/4188114/special-financial-planner-rhiannon-gogh-transforming-lives
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Rhiannon Gogh went from a confused parent to helping thousands in her position plan for their children with special needs through her specialist advice business, PlanIt Future.
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SJP announce PlanIt Future Financial Director Rhiannon Gogh as winner of the coveted Chartered Adviser of the Year Award 2023
https://www.ftadviser.com/companies/2024/01/26/sjp-announces-chartered-award-winners/
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Protecting your loved one today and in the future
Every parent worries about what will happen to their children after they’re gone. When your child is vulnerable due to disability or special needs, that worry only gets bigger.
How will an inheritance affect their funded support? Who will ensure they get access to the right financial advice? How will they cope with being in charge of their own wealth? The complexities of providing for a child with a disability can be enormous.
But they’re not insurmountable. And we’ve had years of experience in working through them. Together, let’s find a way to give you the peace of mind you’re looking for.
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Personal and professional experience
Rhiannon has been in financial services for 23 years. But it was in 2010 that something unexpected set her career on a slightly different path. Her second son was born with autism, the diagnosis coming when he was just 34 months.
Parenting him has given Rhiannon particular insights into what fellow parents of children with a disability need, both financially and emotionally. With us, you’ll get calm, clear, jargon-free advice that addresses everything from financial vulnerability to protecting funded support.
Rhiannon has focused on planning for the vulnerable and special needs for 6 years. She has presented to charities, special schools and parent forums and contributed to industry articles.
“The best thing though is that because of her own circumstances, Rhiannon had a very similar outlook to us. From the very beginning we felt her empathy, and we didn’t have to explain too much. She just understood.”
Having someone aware of the planning complexities who can point you in the right direction is key.
When you are a carer, you need to plan for your own future and for the future of those you care for. From choosing the right savings plans, to ensuring your pension is protected in trust, we can advise on and implement a range of planning services.
Investment planning
Making sure investments are protected and accessible
Protection planning
Providing the financial means for those left behind to carry on
Retirement planning
Passing pensions on to the next generation with safeguards
Intergenerational wealth management
Making sure the right money lands in the right hands. Help with financial decision-making
Will writing
Understanding wills and trusts for special needs before meeting your solicitor
Will writing and trusts are not regulated by the Financial Conduct Authority.
Not sure what you need?
Get in touch and we can talk it through
Events for parents
Rhiannon regularly speaks about subjects such as Special Needs Planning & Pensions and Wills & Trusts for Special Needs. Visit our events page on Eventbrite to find out about upcoming online and in-person events.
