2 Plan Wealth Management Ltd

Initial consultation free
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Trevor Mitchell
Chartered Financial Planner

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...
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...
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...
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...
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.

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Your home may be repossessed if you do not keep up repayments on your mortgage.

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