PlanIt Future Financial Ltd 

Specialist financial advice for SEND families. 

For Parent/Carers - we understand the unique financial challenges and planning that parenting a special needs child presents. We educate, inform and advise. Chartered Financial Adviser, Fellow of the Personal Finance Society. Parent to an autistic boy.

For Parent Carer Forums/Charities - training workshops and seminars on wills, trusts and decision-making on transition to adulthood. 

Our vision: that every family member of a loved one with special needs gets the right financial advice at the right time. 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.

PlanIt Future Financial Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/11/2023