Planit Financial

We build confident financial futures for individuals, families, and businesses.

At Planit Financial, we believe that financial planning is more than spreadsheets; it’s about creating a life that fits your dreams. Based in Norwich, we deliver fully independent, bespoke financial advice across pensions, investments, protection, and general planning. Whether you’re building for the future or safeguarding what matters most, we start with a conversation, map out your vision together, and stay by your side through every twist and turn.

Who We Help

Individuals & Families Life moves fast. Between work, family, and everything in between, it’s easy to put your finances on the back burner. But your future and your family’s security deserve more than guesswork or crossed fingers.
Business Owners Running a business is demanding. Your time, energy, and focus go into making it succeed. But often, your own financial wellbeing, risk management, and employee support can take a back seat. That’s where we come in.

Your Journey with Planit Financial

Listen first: We begin with a friendly chat to understand your goals, hopes, and challenges.
Build together: We craft a customised plan grounded in what matters most to you, not just numbers.
Stay connected: Life evolves, and so do our plans. We check in regularly, answer your questions, and adapt as needed.

Empowering Norfolk’s Next Generation: Free Financial Education in Schools

We’re proud to be pioneering a school’s initiative across Norfolk.

Starting in September 2025, Planit Financial will fully fund one free financial education session per month, delivered in a different Norfolk school by national experts The Money Charity. Each month, the public, parents, guardians, and teachers can vote for which school receives the session, ensuring wide community engagement.

Why this matters to us:

Access for all — Financial education shouldn’t be a luxury; it’s essential.
Early confidence — Kids form their money mentality early. We believe in giving them positive, empowering financial tools.
Backed by impact — The Money Charity has engaged over 325,000 young people nationwide, with 95% of participants feeling more confident managing money and 73% saying they’d talk about money more often.