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.