PlanIt Future Financial Limited - Langport

PlanIt Future Financial Limited is a financial planning firm located at Chapter House, Martock Rd, Long Sutton, Langport TA10 9JS, United Kingdom. They can be reached at 1458555078. Their website, planitfuture.co.uk, provides information about their services and team.

PlanIt Future Financial Limited specializes in financial planning. Their team of experts work closely with clients to understand their financial goals and develop a personalized plan to help them achieve those goals. Whether it's saving for retirement, planning for college, or managing investments, PlanIt Future Financial Limited can help.

One of the key features of PlanIt Future Financial Limited is the convenience they offer. They provide the option for online appointments, making it easy for clients to schedule a consultation from the comfort of their own home. For those who prefer in-person meetings, the firm also offers onsite services. The location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom.

Another aspect that sets PlanIt Future Financial Limited apart is the excellent reviews they have received. With 35 reviews on Google My Business, they have an impressive average opinion of 5/5. Clients have praised the firm for their expertise, professionalism, and personalized service.

When searching for a financial planner, it's important to consider a few key factors. First and foremost, you want to find a firm with a strong track record of success and expertise in the area of financial planning. PlanIt Future Financial Limited meets both of these criteria.

Additionally, you want to find a firm that offers convenient appointment options and is easily accessible. PlanIt Future Financial Limited checks both of these boxes as well, with the option for online appointments and a wheelchair accessible location.

Finally, it's important to consider the reviews and reputation of the firm. With an average opinion of 5/5, PlanIt Future Financial Limited has earned a strong reputation among their clients.

Reviews of PlanIt Future Financial Limited

Iris the Camper

5/5

Rhiannon was empathetic and very knowledgeable about SEN financial planning. She rang when she said she would, her PA was helpful and understanding when I had to rearrange and Rhiannon followed through on the things she said she'd do quickly. She was honest in saying she felt I didn't need her services right now and has signposted me towards a webinar she is doing to help me improve my knowledge of SEN financial matters. Would totally recommend - she would definitely take the confusion and stress out of financial planning when you have a Disabled child.

Andrew Lloyd

5/5

We have a child with additional needs and have recently received advice from Rhiannon Gough at PlanIt Future. Her expertise in this field is excellent. She gives quick succinct advice and is extremely knowledgeable. We now feel well equipped to move towards a more secure financial future for our daughter.

Melissa Allen

5/5

Rhiannon gave an informative seminar on the Financial Toolkit at a SEND event. I realised that certain financial provisions already in place for my children needed readdressing. Rhiannon made herself available, during a phone call later, to clarify some points with me. She was very approachable and generous with her time and advice.

Abi Taylor

5/5

Rhiannon is a wealth of knowledge! Her approach instantly puts you at ease, making you feel that no question is a silly question. She is extremely understanding, and goes above and beyond to help explain terms and processes. I am very thankful for the information and support Rhiannon has provided to help me navigate the minefield of SEND law!

Natasha Melia

5/5

I am so lucky to have been put in touch with Rhiannon by a friend.
She has since helped us with many aspects of financial and future planning.
Rhiannon is incredibly knowledgeable and professional, but I am most grateful for her kind, warm and supportive approach. Her advice is clear, accessible and reassuring and I would highly recommend her to anyone looking to navigate the financial seas.
Thanks so much Rhiannon!

Duncan Hands

5/5

Rhiannon is a fantastic financial adviser. Great manner with clients, compassionate and superb technically. I would recommend her services to anyone.

Marina Vrahimi

5/5

Rhiannon of Planit Future totally understands your needs. I have had fantastic conversations regarding my future financial planning, so much so that I have passed her details onto many friends and family who are also very happy with the service that Rhiannon has provided. In summary friendly, professional and super efficient!

Yoga and wellbeing with Joanne

5/5

I have been fortunate enough to be put in touch with Rhiannon through a local service I use. Since contacting Rhiannon I have received exceptional service, she is very understanding and helpful. I feel like she offers good advice with still leaving space for me to make up my mind. She has also helped to increase my knowledge in this area which I didn't feel that I had very much. She is very responsive and patient. I have and will continue to recommend her to others. I'm really glad to have found her.