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

Planning Together is now an associate of Resolution first for family law.

Planning Together is now an associate of Resolution first for family law, providing financial advice to families at a...

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Charlie Fogarty MBE represents Ability Counts team in Northern Ireland for George Best Community Cup

After an awe-inspiring end to the season for the Solihull Moors F.C. first team, a number of the club’s...

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Tax Year Planning 2018/19

You can take advantage of  various allowances and exemptions that you’re entitled to. Taxation information is based on our...

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Solihull Moors Community Donation

Planning Together are proud to be sponsoring the Disability Section of Solihull Moors Football Club. “Just a quick note...

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