Impartial Professional Financial Advice

We understand that we all have different aspirations and goals when it comes to financial planning and individuals and businesses have very different needs. This is why we offer very different services.

Personal Financial Advice 

This service aims to provide you with security no matter what life throws at you. Whether you want to save on a regular basis, protect your family in the event of death or disability, plan your retirement, reduce the effects of inheritance tax (*), are concerned about the possible effects of long term care, or wish to maximise your investment returns in a tax-efficient way. 

Corporate Financial Planning

Ensuring you choose the right solution to optimise the long-term security and profitability of your company.  From funds in the bank to buying your own premises in the most tax-efficient manner and ensuring the wealth created is protected and passed on with minimum tax implications. Advice is also given on staff and director pension schemes and the full range of other employee benefit packages.

Services for Solicitors and Accountants

We work closely with the legal and accounting professions to help them provide a comprehensive service to their clients in the areas of  investments, inheritance tax planning (*), life assurance, pensions and trustee investments. 

How Do We Work?

At the beginning of each client interview, we offer to conduct an in-depth confidential financial review to assess your precise needs, but are also willing to provide advice in specific areas. As time goes by and your lifestyle, responsibilities and financial requirements alter, we will continue to provide you with professional, impartial financial solutions to your needs.

Many clients prefer us to work on a commission basis, whilst others prefer us to charge fees for the work we do for them.  As experienced, professional advisers, we are happy to accommodate your own particular needs and will be pleased to discuss this issue in further detail, before any work is undertaken.

Quality of Advice & Services

2plan monitor and oversee all of our business processes to ensure the advice we give and the quality of our services are of a high standard.

* The FSA do not regulate tax advice

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.