30/07/2025
Episode 32 - The Norfolk Business Show - Rebecca Penny - Planit Financial
In this episode, we sit down with Rebecca Penny (Mrs Penny), a seasoned Independent Financial Adviser and Financial Planner, based in Norfolk. With over 20 years’ experience in corporate, retail, and private banking, Rebecca brings deep expertise in helping individuals and business owners navigate wealth management and financial planning with clarity and care.
As the founder of Planit Financial®, she blends technical skills with empathy and insight—she’s also a Board Member and Charity Trustee for ZSEA (Zoological Society of East Anglia), where she supports community and conservation initiatives across Norfolk.
Rebecca shares why she's passionate about supporting purpose-driven clients—particularly family business owners and aspiring women entrepreneurs—through robust financial strategies and mindful goal‑setting.
We explore her advocacy for careers in financial planning. Recently invited to speak at Norwich School’s careers event, she encouraged young people to consider a profession that combines soft skills with technical acumen—especially as the industry welcomes new talent amid impending retirements.
Her commitment to supporting entrepreneur parents on the edge of burnout highlights a personal mission to help individuals build sustainable financial resilience and leave a legacy—not just transactions.
Whether you're seeking strategic advice, curious about wealth planning, or simply interested in regional professionals making an impact, this episode delivers practical wisdom wrapped in local authenticity.