Vita Financial Planning
Vita Financial Planning


Many people in our modern world, have little or no control of their financial future. This is due to a combination of things, ranging from distrust, to apathy to being just too busy and never putting it on the “To Do” list.

The first thing we do at Vita is to establish what your long term financial goals are, and then get an understanding of what you already have in place. The next step is to form a plan, implement it and help you to manage it.


We deal with your wealth, and together with our Award Winning independent financial advice, we will help define your financial goals to help turn your dreams and wishes into a reality.

Planning and managing your finances through the different phases of your life gives you the benefit of choice, financial control and flexibility for you and the family while protecting you from unforeseeable events.

" A Goal without a plan is just a Wish"
Antoine de Saint-Exupery (French Writer 1900 - 1944)











Many receive advice but only the wise profit by it.

- Publilius Syrus

Fun is like insurance; the older you get the more it costs.

– Kin Hubbard

Too many people know the cost of something and not the value.

Make it so that today is not like yesterday, and tomorrow will be different forever.

The only job when you start at the top, is when you are digging a hole.

People are defined by their actions and not by their words.

When I was young I thought that money was the most important thing in life; now that I am old I know that it is.

- Oscar Wilde

A goal properly set is halfway reached

- Zig Ziglar



We help protect you and your family's future.




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Small Business Owners

We help you accumulate personal wealth and make your assets work for you so that you don’t have to.



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Widows & Widowers

We support you with the complex and daunting financial choices at a stressful time, to make the right choices for you and your family.


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Retired & Retiring

Planning for the longest holiday of your life. - We help you to plan it right.




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Our Address

Vita Financial Planning Limited
Orion House, Bessemer Road, Welwyn Garden City, AL7 1HH


Tel: 01707 244 450


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Vita Financial Planning Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.


The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at or you can ring the consumer help line on 0800 023 4567 or 0300 123 9123.


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