2 Plan Wealth Management Limited

Independent Financial Adviser  2Plan Wealth Management ltd, London, City and county of the city of london, EC2N 4AD
First meeting at adviser's own cost
A Chartered Financial Planner and Pension Transfer Specialist who aims to help individuals make informed decisions about their finances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Betul Cuninghame
Chartered Financial Planner

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.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.

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.

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

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

Accreditations
Chartered Financial Planner
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, Mortgages, Insurance and Protection policies, Annuities, Investments, VCTs, EIS, SEIS

Where to find us
Head office address: 2Plan Wealth Management ltd, 110 Bishopsgate, Greater London, London, EC2N 4AD
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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