2 Plan Wealth Management Limited

Independent Financial Adviser 2Plan Wealth Management ltd, 110 Bishopsgate, Greater London, London, EC2N 4AD

First meeting at adviser's own cost

Response rating

9.3 /10

12th August 2019

We help individuals overcome their money stressors, make informed decisions and save more towards their financial goals

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Equity release
- Flexible mortgages
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Make an enquiry Request a call back 08000 449144 Recommend to a friend

Meet our advisers

Betul Cuninghame

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

DipMAP - Diploma in Mortgage Advice and Practice

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations

Where to find us

2Plan Wealth Management ltd, 110 Bishopsgate, Greater London, London, EC2N 4AD

Make an enquiry

About us

This is what we aim to do: to help you make informed decisions about your money.

2Plan Wealth Management is a national advisory firm consisting of financial advisers and mortgage and protection specialists.

Working with 2Plan Wealth Management also allows us to offer you all the benefits of a larger organisation, such as the latest technology, greater financial strength, the ability to use our scale to negotiate reductions in charges with product providers and investment platforms and the reassurance of a team of experts to get things right first time.

For a conversation about your financial plans, why not get in touch today?

Our services

Retirement Planning, Pension Reviews, Final Salary Transfers, Holistic Financial Planning, Tax Planning, IHT Planning

Compliance

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

2Plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Make an enquiry Request a call back 08000 449144 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Equity release
- Flexible mortgages
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

Make an enquiry Request a call back 08000 449144 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 449144 Recommend to a friend

Similar advisers near you

Central Financial Planning Ltd

Independent Financial Adviser 0.04 mi

Award winning chartered & Accredited financial planners giving quality independent advice

See profile

AFH Wealth Management

Independent Financial Adviser 0.04 mi

See profile

Gate Capital Group

Independent Financial Adviser 0.09 mi

See profile

Bournebridge Financial Services

Independent Financial Adviser 0.13 mi

We are an experienced team of financial advisers providing independent financial advice across London and the South East.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.