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

Tax Year End Planning

This tax year will end on 5 April, If you haven’t already taken advantage of the various allowances and...

Read more
Solihull Moors Community Donation

Planning Together are proud to be sponsoring the Disability section of Solihull Moors football club. “Just a quick note...

Read more
Retirement Planning and Pensions

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

Read more
Sponsoring the Warwickshire Open Squash Championship

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

Read more

Contact Us

  • You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details or services in writing or by telephone.

    Email communications are not secure and for this reason Planning Together Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.