Planit Financial®
Norwich, United Kingdom (UK) · Finance and Banking
Do your work at Planit Financial®?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
Overview
Planit Financial is an independent financial advice company based in Norwich, UK, dedicated to providing bespoke financial planning solutions for businesses, individuals, and families. We specialize in helping clients navigate their financial journeys, from securing business growth to planning for retirement and safeguarding family futures. Our approach centers on building strong, collaborative relationships, understanding each client’s unique circumstances and goals, and crafting personalized strategies that deliver confidence and peace of mind.
As an Appointed Representative of New Leaf Distribution Ltd (FCA Number 460421), we adhere to the highest standards of regulatory compliance and ethical conduct, ensuring our clients receive expert guidance and support. We are committed to acting with integrity, due skill, care, and diligence, always prioritizing the best interests of our clients.
As an Appointed Representative of New Leaf Distribution Ltd (FCA Number 460421), we adhere to the highest standards of regulatory compliance and ethical conduct, ensuring our clients receive expert guidance and support. We are committed to acting with integrity, due skill, care, and diligence, always prioritizing the best interests of our clients.
Contact Details
hello@planitfinancial.co.uk
Norwich, United Kingdom (UK)
Founded
2023
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
You're invisible in searches for:
Add keywords that describe your company, services, or market to improve your visibility in search results.
Companies teams usually look at after Planit Financial®
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.