Planit Wealth Limited

: St Mary’s Court (G.02CB), The Broadway, Amersham, Buckinghamshire, HP7 0UT

: FCA Number: 1007009

Operating under the FCA registration number 1007009, Planit Wealth Limited is a reliable financial consultancy service based in Amersham, Buckinghamshire. Known for its FCA-regulated advice and comprehensive financial planning, it specializes in life investments, pension retirement strategies, final salary pension transfers, and tailored financial guidance. Serving clients across the Buckinghamshire county and beyond, its prime location in St Mary's Court enables easy access to clients in the surrounding major towns. Consistently demonstrating their client-centric philosophy, Planit Wealth Limited puts trust and transparency at the forefront of their business, earning them a solid reputation among both first-time and seasoned investors. Consider the firm to confidently navigate your financial planning needs.

Their team includes one financial adviser. Check FCA registration here.

Planit Wealth Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Planit Wealth Limited from the Motorway

From the M25:
At Junction 18, please take the A404 exit towards Amersham, Chorleywood, and Rickmansworth.
Turn right onto Rickmansworth Road, also known as the A404.
Upon reaching Stanley Roundabout, please take the third exit leading onto London Road West or the A355. Go through one roundabout.
When you arrive at the subsequent roundabout, proceed straight onto The Broadway.

List of advisers under Planit Wealth Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.