2 Plan Wealth Management
Every client is unique, and so the approach is entirely personal; the aim is to get to know each individual and understand what’s important to them.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 14th September 2020
What our clients say
Trevor is an excellent advisor. I felt like he really understood my requirements, and was very thorough and diligent in his research. I was impressed with his integrity - clearly acting in my best interests and preferring to build a relationship over the long term through trust and transparency rather than chase a quick buck like other advisors I've worked with in the past - rare these days! Highly recommended.
Once we had children we wanted to ensure they would be looked after financially should anything happen to my husband and I. Having children also prompted us to think about money differently and we wanted to make some long terms investments while we are still relatively young.
He guided us through the personal protection process and made sure he understood what it was we were looking for so that he could find the most suitable products in our price range. With the investment process, Trevor has taken time at the outset to understand our goals and the level of risk we are willing to take. He has prompted us to think about things we hadn't thought of which has been really helpful.
Trevor has been a great help to me with finding the right mortgage. As soon as I find the house, I will be taking the mortgage he recommended. I also plan to speak to Trevor late on in the year around my pension and investments
I required a mortgage for a buy to let property that is over a commercial property, so I needed specialist advice.
Trevor sourced a mortgage company with great rates and secured the mortgage.
After having children we wanted to ensure we had the suitable insurance protection in place. We have also been looking for someone who can advise on our investments both for now and the future.
Trevor fully reviewed our situation and found us the suitable insurance policies we needed and reviewed and recommended appropriate investments after fully understanding our attitude to risk. Trevor made it easy to understand all the intricacies and was very thorough in finding out what we needed and recommending what was right for us as well as ensuring we fully understood all the details. Trevor is very friendly and approachable and always quick to come back to us when we have any questions.
Trevor Mitchell is a Chartered Financial Planner and has many years experience of successful financial practice, advising 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.
I provide a holistic financial approach with all of my clients including Investment Planning, Regular Savings, Retirement Planning, Advice at Retirement, Mortgages, Financial Protection and Ongoing Service.
Where to find us
Head office address: Nutley, Uckfield, East Sussex, TN22 3NB
Minimum wealth (income/assets)
Minimum mortgage value
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