Welcome to 2plan Wealth Management

If you have never had an Independent Financial Adviser (IFA) I hope to be your first. If you have, I am confident you will find this service refreshingly different. Here is why.....

 My Process

I aim to provide clear, concise, independent advice. This is generally completed in 3 stages:

• Helping you assess where you are - reviewing your existing financial circumstances, tax position and any arrangements in place such as mortgages, loans, pension plans, protection policies, savings & investment vehicles.

• Helping you assess where you want to be - discussing your aims and aspirations, understanding your views and preferences, and your personal and family circumstances.

• Helping you bridge the gap and achieve your goals - by making recommendations from the whole of the market, on an independent basis.

 My Principles

Independence - I believe in providing pure advice. You make the value decisions. In this regard, I rarely accept commissions and generally work on a fee basis agreed with you in advance of commencing chargeable work. I will also explain and prove the advantages of this through our consultations.

Relationships - I believe that our work together is long term. Regular contact and reviewing  your circumstances is vital.

Clarity - I want to ensure I understand your needs and in turn, you know what to expect from me.

 My Objective

I will provide 'best advice'. To find the single most suitable way forward for you to meet your medium to long term financial goals. I aim to maximise the opportunities available to you within your financial circumstances and the parameters you set.

 How Do I Do This?

Technology plays a big part of my proposition, and saves me a lot of time. It assists my research and reduces the time spent on activities that do not add value. The result is that I have more time for you. Discussion, consideration and explaination are the drivers in my work. Not form filling.

My experience has taught me to work clever with administration and work hard for you, the client. Too often, it is the other way around.

About 2plan

2plan 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, supported by one of the UK's largest insurance companies, Standard Life. 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.