ABOUT

Committed to Excellence

At Plan-It Financial Solutions Ltd we do not believe in active fund management. Our portfolios are based on low cost passive and tracker funds. Although we do arrange pensions, investments and insurance to meet specific financial goals, the most important thing that we do is help our clients to achieve their lifetime financial goals for reasons that are important to them.

We do this by forming a clear idea of our client's core values followed by an understanding of their financial goals. We see the goals as mile stones on the route to the delivery of their values.

It is only when we know what our clients' goals are that we look at their current policies and investments. From this information we are able to gauge what, if any, actions are needed to achieve the financial goals, and indeed whether they are achievable.

Meet the Team

Dedication. Expertise. Passion.

We have a driven, hard-working team with a strong family feel and has a wealth of combined experience in the industry of over 100 years.

Independent Financial Adviser

Jonathan Hardaker

"My financial planning experience spans over 39 years. Working to develop business from the IFA community, I worked for several major insurance companies until 1997 when I became an IFA. As a fully qualified adviser, I've always specialised in retirement and investment planning but also additional qualifications for trust advice, Mortgages and Equity release. Having personally, established a strong relationship with a leading building society some years ago, I was able to grow a loyal client base throughout Yorkshire and the North of England. I started a company having decided to embrace new technology which allows clients direct access to their investments and personal details and in many cases online valuations.

I live in Hartford, Cheshire with my wife Jenny, and our two Cockapoo’s Rolo and Ruby. I enjoy travelling on holiday to different places (preferably in the sunshine) and spending time at our Lodge in Conwy. I love spending time with my two sons Sam and George and young grandson Freddie G. Other passions are road trips around Europe on motorcycles and the love of cars

Business Development Manager

Jenny Hardaker

"My experience spans over 34 years where I started my career with Barclays Bank in 1989 and have worked in the financial services industry since 1998. I joined the firm in 2021 as Director. In my spare time I like to travel, attend the gym and be in the outdoors with my two pooches Rolo and Ruby."

Mortgage Adviser

Mick Henshall

"I have over 40 years experience in Financial Services, and for the past 15 of these my focus has been on providing advice to clients on a wide range of mortgages. Whether this be first time buyers, home movers, Buy to Let investors, the self-employed with complex income stuctures or clients looking for mortgage finance in later life. Away from work, I am an avid fan of most sports, although only as a spectator these days, but still like to keep fit with regular visits to the gym, and countryside walks.

I also enjoy music, film, tv dramas, reading and good food."

Trainee Mortgage Adviser

Dylan Burrage

"After spending the majority of my career within Social Housing I decided it was time for a change. In 2022 I began a new journey and started my training to become a Mortgage Adviser and passed my Mortgage qualifications in early 2023 . I put one foot in the large financial services door and I am excited to see where this journey will take me."

Administrator

Megan Anderson

"I have 10 years experience in the industry starting my career in 2013 completing an apprenticeship in Business and Administration (Level 3). I have been part of the team since inception and have since gone on to complete my mortgage qualifications in 2019."

Office Woofs

Ruby and Rolo

Woof woof woof woof, woof woof, woof woof, woof.