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
FCA verified
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Betul Cuninghame
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

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

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