Welcome

Welcome to our website. As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.

Are you looking for independent financial advice?

Maybe you are one of the 'baby boomer' generation seeking advice on your options at retirement, should you take any tax free cash? Should you purchase an annuity? Have you considered all the alternatives?

Is it that you are looking to get the best from your savings and investments? Are you concerned about the effects of Inheritance Tax on your estate and your loved ones? You might be worried about the current state of the financial markets. Has your attitude to investment risk changed? Are you investing in the most tax efficient way? Regular reviews are essential for any portfolios long term value.

You could be a business owner wanting to protect your assets should anything happen to you or your fellow directors, in the event of ill health or death. What would be the effect financially to your business should this happened to you, your fellow business partners or indeed a key person in your business?

Do you have adequate pension provision? When was the last time you reviewed your existing pension plan?

Perhaps, you are searching for a new mortgage or remortgage. Is your mortgage protected against ill health, death or redundancy?

 What are your concerns?

You might be looking for advice for many different reasons, possibly for the first time and you are not sure who to trust, well the good news is you are in the right place, we are here to help.

Whether you require specialist advice relating to Inheritance Tax & Trusts, Investments, Pension or Mortgages you can be confident the advice given is second to none.

We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.

With 20 years experience, along with probably the most cutting edge up to date technology available to independent financial advisers and the backing of a paraplanning service overseen by a Chartered Financial Planner, we are extremely well equipped to provide both existing and new clients a comprehensive and professional financial planning service.

Please browse the site to see how we can help you, and please feel free to use the feedback form to get in touch or alternatively you can telephone our office 01206 751608.

* The FSA do not regulate tax advice or will writing

About 2plan

2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.