PlanIt Future Financial
Welcome to the eventbrite page for PlanIt Future Financial Limited.
Founded in 2021 by Rhiannon Gogh, a Chartered Financial Adviser and Fellow of the Personal Finance Society, PlanIt Future is a specialist financial advice firm created to inform, educate and advise the parents and carers of those with additional needs.
As well as advising private clients, Rhiannon talks for charities and associations, contributes to industry events and publications. She has been in the profession for 22 years, is the Chair of Governors for a special school and sits on the board of trustees for the Art Care Education charity.
www.planitfuture.co.uk
PlanIt Future Financial Limited 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.