Live for today, plan for tomorrow.
I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
Can help with
Pensions & retirement
David Davies – 2plan wealth management Ltd
We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
An independent financial adviser (IFA) can help you with many of
life’s big financial decisions, such as:
Accessing your pensions
Choosing how to take your pension income
Investing for the medium or long term
Protecting your family finances
Finding life insurance, critical illness cover and income
Starting a business
Setting up and managing a personal pension
Funding long-term care for yourself or a loved one
Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you
unbiased advice on the options available to you. They will also
source financial products for you, independently of product
providers, so you can choose the most suitable ones from the whole
of the market. Finally, they will handle all the necessary
administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site
offers one of the easiest and quickest ways to find the right
professional for you. Every professional is appropriately
regulated, qualified and independent of product providers, so you
can be sure of finding unbiased advice. Our smart system can match
an available professional to your requirements, so there’s no
time-consuming shopping around. Alternatively, you can browse a
list of local professionals and filter them to suit your