Where financial planning makes a world of difference

Are you looking to retire?

Guidance on valuable tax breaks and flexible income options. 

Wondering what to do with savings?

We'll help you to utilise reliefs & allowances to navigate the best way forward. 

Need help estate planning?

We'll explain the options and help you carefully choose what's right for your personal requirements and family dynamics. 

Received an inheritance?

We'll guide you through what you can do to make it work best for you. 

Need a financial plan?

We'll help you design a financial plan to achieve specific goals you set for the future. 

Uncertain after divorce?

Making sure you feel confident in your financial future after divorce is vital.

Gathering information

We'll find out about you and how you see your financial future. This includes understanding your plans, your current arrangements, investments and assets, and your attitude to risk. The initial meeting is no fee, no obligation and it's up to you whether to proceed. We'll clearly outline the plan and associated costs before taking the next steps.

Researching Solutions

This ‘unseen’ part of the process is vital to making a success of your plan. Based on your objectives, we will analyse your existing arrangements and consider alternatives should they be required. This is where our extensive range of contacts and understanding of the market really delivers. All research is conducted on an independent basis. 

Independent advice

Here we present your Suitability Report in which our recommendations are explained in an easy to understand format. If applicable, it will show how close you are to achieving your goals and how your existing plans contribute to this. It will also contain our recommendations for any additional and/or alternative solutions required to help meet your specific objectives.

Lisa Spiers DipPFS, Certs CII (MP and ER)

Director & Financial Adviser

Lisa joined the financial services industry in 1989. After gaining valuable experience working with a number of investment companies, she became an IFA in 2015 before going on to set up PLANit WEALTH.

She is a member of the Personal Finance Society and Chartered Insurance Institute. Recognised for her ability to explain things in plain English, the majority of new clients are referrals from existing clients or local accountants / solicitors. Outside of work she enjoys DIY and riding horses.

Yvonne Jay

Client Support Manager

After initial administration roles in the tourism and retail sectors, Yvonne joined the financial services industry with Standard Life before moving to the IFA side in 2013.

She is responsible for managing the office and supporting clients on a day to day basis. Her excellent organisational skills ensure the smooth running of the office and is regularly praised by clients. In her spare time she enjoys keeping active by walking and going to the gym, spending time with her family and socialising with friends.