Planning Together

Independent Financial Adviser  The Exchange,, Solihull, West midlands, B90 2EL
First meeting at adviser's own cost
Provide independent advice on all aspects of Mortgage, Equity Release, Retirement and Investment planning.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 15th January 2020
Meet our advisers
Gordon Symes Dip PFS
Managing Director
About us

The company was formed in 2003 as Mortgages Together specialising in providing whole of market Mortgage advice.
In 2011 a local firm of Accountants took an interest and in 2014 Gordon Symes a qualified Independent Financal Adviser with nearly 30 years of industry experience took control and the company broadened its activities to include Independent Retirement and Investment advice under the trading name of Planning Together.
The company is still partly owned by the Accountancy practice and provides a comprehensive and efficient service to a broad spectrum of clients.

Our services

Work really hard to ensure our clients are provided with the best possible solutions to meet their goals and objectives.

Where to find us

The Exchange,, 26 Haslucks Green Road,, Shirley,, West Midlands,, Solihull,, B90 2EL

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 15th January 2020

Similar advisers near you

Restricted - whole of market 0.8 mi
 
 
Independent Financial Adviser 1.14 mi
Providing clear, expert financial advice to help you plan for your future and to protect and grow your wealth.
 
Independent Financial Adviser 1.14 mi
Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.
 
Independent Financial Adviser 1.2 mi
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options