About us
Personalised support backed by a wealth of experience
At PlanIt Future we believe in the power of planning. Finance can feel complex - and it often is. By working with a specialist now, you can help secure the best possible future for yourself and your family.
Fully tailored advice
Every individual, family and business is different. We’ve been in the finance profession long enough to know the common challenges and opportunities that exist. But we’ll always work closely with you to establish what it is that you need from your finances.
First, we’ll find out all about your goals - what are we trying to achieve together?
Then we’ll assess where you are now, and what the gap looks like.
After this, it’s time to put together the right set of services - which we’ll explain without any complex jargon.
Finally, regular reviews means we can keep a close eye on how your plans are performing and stay up to date with your changing circumstances and needs.
If we don’t think you need a particular service, we’ll let you know. And if there’s something we can’t help you with, we’ll be up front and often be able to refer you to a trusted professional who can.
Qualifications and experience
With more than two decades working in the finance profession, Rhiannon has the knowledge and experience to deal with even the most complex of circumstances - not to mention the ability to explain it all without using overwhelming amounts of jargon. Rhiannon is also a member of The Court of Protection Practitioners Association.
Chartered Financial Adviser
Fellow of the Personal Finance Society
22 years in the profession
However much of a tangle you believe your finances to be in, let us help you find a way through to a more secure future.
“Rhiannon is excellent at cutting through the jargon and explaining fully what things mean and how they work in practice. Her core strength though, I believe, lies in her ability to truly listen.”
Specialist advice for families living with disability
As a mother of a child with autism, Rhiannon knows all too well the challenges that face parents who are also carers.
How will you ensure that your child is looked after when you’re no longer here? How will you give them the financial support and protection they need? And how can you figure it all out when you’re juggling so many other responsibilities?
That’s why we offer a range of specialist support, from webinars and events to bespoke financial planning services.
Talk to us
If you have any questions about the way we work or how we might be able to support you, do get in touch for a no obligation consultation.