Welcome

Welcome to our website, we aim to benefit our clients with personal and corporate independent financial advice from a local female adviser, with the backing of a national company, whose members are fully qualified.

Whether you are single, raising a family, running a small business or have progressed to a larger venture we can help with your financial needs.  We are able to source products and funds from the WHOLE OF THE MARKET and build long lasting professional and  trusted relationships with our clients.  We always treat our customers fairly and act in your best interests.

We will put you in a position to understand and take control of your finances and explain in plain English what can seem complicated

Our range of services in all areas of individual and company financial planning includes:-

• Life assurance
• Income protection
• Critical illness cover
• Retirement planning
• Pensions review service
• Tax efficient savings
• Investments
• Portfolio construction and analysis
• Inheritance tax planning *
• Business protection for directors, shareholders, partnerships and key employees
• Group personal pension plans
• Employee benefits

* The FSA do not regulate tax advice,wills or Powers of Attorney.

If you need to make or update your will or make a lasting Power of Attorney we can introduce you to a professional who can deal with this.

We have the benefit of a Chartered Financial Planner and a paraplanning research team supporting us.  In addition, we are backed by finance and technology experts so you have the peace of mind that you have a strong and experienced team working with you.

Renumeration for advice is transparent and can be by fee, commission or a combination of the two.

Please browse this site to see how we can help you and feel free to use the contact form to get in touch. 

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.