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2 Plan Wealth Management Ltd
2 Plan Wealth Management Ltd
Initial consultation free
Restricted
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
Clients
helped
102
Minimum
pension value
£250k+
Minimum
wealth
£250k+
Minimum
mortgage value
£250k+
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 FPFS
Chartered Financial Planner
What our clients say
w
Will
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.
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Emma
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.
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Will
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
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Graham
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.
Contact us
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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