2 Plan Wealth Management Limited

Independent Financial Adviser  2Plan Wealth Management ltd, Greater London, London, EC2N 4AD
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FCA authorised
Last authorised 11th October 2021
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
Meet our advisers
MRS Betul Cuninghame
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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

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

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