Planit Financial®
Norwich, United Kingdom (UK) · Finance and Banking
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Planit Financial® is a Finance and Banking company based in Norwich, United Kingdom (UK), founded in 2023, with 2-10 employees. Planit Financial®'s profile is verified on Enterprise League.
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
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