If you're asking, “Do I have enough?” or “Will I be okay?” you're not alone.
We're here to help you find the clarity and confidence to live your version of a rich and fulfilling life. Think of us as your trusted guide, helping you find clarity and confidence at every stage.
WHO DO WE HELP?
Wealth Seekers
You’re focused on building a strong financial future and want to make sure you’re doing it right.
Whether you're growing your career, your business, or your investment portfolio, you're actively building wealth and making important financial decisions. You might be balancing family responsibilities, saving for the future, or simply wanting more clarity and control. You're ready to be intentional about your money and use it to create more freedom, security, and choice.
Whether you're growing your career, your business, or your investment portfolio, you're actively building wealth and making important financial decisions. You might be balancing family responsibilities, saving for the future, or simply wanting more clarity and control. You're ready to be intentional about your money and use it to create more freedom, security, and choice.
Freedom Seekers
You’ve made progress but now it’s time to bring it all together with a plan.
Over the years, you’ve built up savings, pensions, and investments, perhaps across multiple places. Life may feel more complex now, with evolving priorities like helping family, reducing tax, or preparing for retirement. You want a joined-up strategy that makes everything work harder, gives you confidence, and frees you from uncertainty.
Over the years, you’ve built up savings, pensions, and investments, perhaps across multiple places. Life may feel more complex now, with evolving priorities like helping family, reducing tax, or preparing for retirement. You want a joined-up strategy that makes everything work harder, gives you confidence, and frees you from uncertainty.
Fulfilment Seekers
You want to enjoy the life you’ve worked for without worrying about the money.
Whether you’ve already retired or are thinking about stepping back, you want to know your finances can support the lifestyle you’ve envisioned. You’re thinking about how to take income sustainably, manage risk, and possibly leave a legacy. You’re looking for clarity, reassurance, and the freedom to enjoy life on your terms.
Whether you’ve already retired or are thinking about stepping back, you want to know your finances can support the lifestyle you’ve envisioned. You’re thinking about how to take income sustainably, manage risk, and possibly leave a legacy. You’re looking for clarity, reassurance, and the freedom to enjoy life on your terms.
YOUR JOURNEY WITH US
Every future worth planning starts with a conversation.
Your goals, your story, and what matters the most to you. These are the foundations of every plan that we build.
Every journey is unique, and before we chart the course, we take time to listen. We explore what brought you to where you are today, what milestones lie ahead, and what you want life to look like now, in five years, and decades from now.
That means taking the time to uncover what is important in your life today, and what you hope for the future. We discover how you’ve arrived at this point and what you dream of achieving next.
From there, we work with you to design a plan that acts as your map, with us as your guide, for bringing those possibilities to life.
Our four-stage process helps you visualise your goals, reflects what matters most, adapts as life changes, and stay on track with confidence for the long term
Every journey is unique, and before we chart the course, we take time to listen. We explore what brought you to where you are today, what milestones lie ahead, and what you want life to look like now, in five years, and decades from now.
That means taking the time to uncover what is important in your life today, and what you hope for the future. We discover how you’ve arrived at this point and what you dream of achieving next.
From there, we work with you to design a plan that acts as your map, with us as your guide, for bringing those possibilities to life.
Our four-stage process helps you visualise your goals, reflects what matters most, adapts as life changes, and stay on track with confidence for the long term
1. VISION WORKSHOP
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We begin by exploring your hopes, dreams and aspirations, and your current financial position, helping you gain clarity around what you want your future to look like.
2. BLUEPRINT
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Using those insights, we design a personalised financial plan that reflects your ambitions and supports the life you want to live.
3. EXECUTE
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With our expert support, we put your plan into action. We handle the details so you can focus on what truly matters.
4. MAINTAIN
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Life changes, and your plan should too. Through ongoing reviews, we provide support and peace of mind at every stage.
WHO WE ARE
We're a close-knit team who care deeply about the people we work with. Blending expertise with empathy, we focus on building trusted relationships and delivering advice that supports every stage of life.
Vita Planning Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112 which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/firms/systems-reporting/register.
Vita Planning Ltd is entered on the FCA register ( https://register.fca.org.uk/) under reference 1001393
Registered address Vita Planning, Windsor House, Cornwall Rd, Harrogate, HG1 2PW company number 13520038
Vita Planning® is a Registered Trademark of Vita Planning Ltd
Vita Planning Ltd is entered on the FCA register ( https://register.fca.org.uk/) under reference 1001393
Registered address Vita Planning, Windsor House, Cornwall Rd, Harrogate, HG1 2PW company number 13520038
Vita Planning® is a Registered Trademark of Vita Planning Ltd
© 2025 Vita Planning Limited