1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North East
  6. breadcrumb-arrow
  7. Northumberland
  8. breadcrumb-arrow
  9. Morpeth
  10. breadcrumb-arrow
  11. 2 Plan Adam Henderson

2 Plan Adam Henderson

Independent Financial Adviser  Cuthbert way, Morpeth, NE61 2FQ
First meeting at adviser's own cost
As an Independent Financial Adviser, I work with Private Individuals, Trustee and Corporate Clients to ensure all financial planning requirements are catered for.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.1/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Adam Henderson
What our clients say
I asked Adam to help me with an investment for an elderly relation. His response was well researched, well considered and well positioned for the needs of the individual involved. It is not surprising that he builds trust and confidence wherever he goes
DB, UK
About us

I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way.

Our services

As financial advisers, our success depends on building successful long term relationships with clients. Honesty, integrity, good service, going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business.

Where to find us
Head office address: Cuthbert way, Morpeth, NE61 2FQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.1/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

D & P Asset Management Ltd
Independent Financial Adviser 1.3 mi
We provide Independent Financial Advice that you can trust.
 
See profile
The Private Office
Independent Financial Adviser 1.71 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Amethyst Independent Financial Advisers LLP
Independent Financial Adviser 4.05 mi
We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
 
See profile
Tier One Capital
Independent Financial Adviser 4.15 mi
Our aim is to help clients make good decisions with their money. Not everyone’s financial advice is independent. Ours is.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.