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
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.
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
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