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  11. 2 Plan Adam Henderson

2 Plan Adam Henderson

Independent Financial Adviser  Cuthbert way, Morpeth, Northumberland, NE61 2FQ
First meeting at adviser's own cost
Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 21st September 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
9.0/10
phone Show number
check
FCA authorised
Last authorised 21st September 2020

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