FCA verified
22nd May 2017

2 Plan

Independent Financial Adviser 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ
We can advise you on
    • Equity release
    • Ethical investments
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Buildings and contents
    • Healthcare
    • Stockbroking services
    • Long term care
Meet our advisers
Julie Elizabeth Elliot
Where to find us
About us

As an independent financial advisor I can provide advice on investments, retirement planning, inheritance tax planning and the financial protection of your family or business. I work on a fee or commission basis. All costs will be discussed at your first meeting, which is free of charge.

Preferred clients
Minimum wealth (income/assets)

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