Planit Financial®

Planit Financial is an independent financial advice company providing bespoke planning to businesses, individuals and families. Email: hello@planitfinancial.co.uk Tel : 01603 339 249 I : @planitfinancial Posts on this platform are for information and guidance purposes only, they do not constitute regulated financial advice. Planit Financial is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA Number 460421 Our investment services may relate to certain investments whose values are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance. We provide intermediary services for both personal and business protection services and posts on this platform are not considered personalised advice in this regard. We adhere to the principles set out by the FCA and the corresponding conduct rules to act with integrity, due skill, care and diligence. As well as this we are open and cooperative with the FCA, the PRA and other regulators. In respect of client interactions, we pay due regard to the interest of our clients and treat them fairly whilst observing proper standards of market conduct. Details about the firm and authorised persons can be found on the FCA register.