Working together to build wealth and security.

We have vast experience in all aspects of financial planning from starting on the road to building a pension fund or investment portfolio to eventually retiring and working through the options when it comes to drawing an income, creating investment strategies, to Succession and Inheritance tax planning.

Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.

- Stuart Jordan

Latest News

Retirement Planning and Pensions

There are a number of developments in the world of pensions, including Auto Enrolment, topping up State Pensions and...

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Sponsoring the Warwickshire Open Squash Championship

We are pleased to advise that Mortgages / Planning Together are sponsoring the Warwickshire Open Squash Championship being held...

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Sponsoring Solihull Moors Football Club

We are firm believers in being associated with local sport particularly where it is working within and helping the...

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New website now live

We are pleased to announce the launch of our new website. Featuring information on our services and people, as...

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