Our Purpose: Helping people live their version of a rich and fulfilling life, one step at a time.

At Vita Planning, we believe financial planning isn’t just about money, it’s about life. It’s about helping you define what truly matters and creating a plan that gives you the confidence to live life on your terms.

That means more than investments, tax strategies, or using clever financial tools (although those matter too). It means being a thinking partner, someone to help you pause, reflect, and make good decisions at life’s most pivotal moments.

We work with individuals and families across the UK who want thoughtful, considered advice. People who want more than a spreadsheet or a glossy quarterly valuation on thick paper. They want someone who’ll help them make wise decisions, not just take instructions.

Many of our clients have been with us for over a decade, and some for more than 25 years. That longevity isn’t just a statistic, it reflects the trust we’ve earned, the relationships we’ve built, and the care we bring to every conversation.

We've chosen quality of relationship over quantity of clients, so you always work with someone who knows your story and helps you move forward. It’s a way of working that lets us stay present and proactive, so we’re here whenever you need us, whether you’re navigating major milestones or simply need a sounding board.

Everyone’s idea of a meaningful life looks different. For some, it’s the freedom to retire early. For others, it’s supporting children, travelling the world, or giving back to causes they care about.

Whatever it is for you, our role is to make sure your financial life supports it. Not just in theory, but in practice. That means being your guide, your sounding board, and your partner in long-term thinking.