2 Plan Wealth Management is a national firm of independent financial advisers.
I have joined them in 2011 having previously worked as a financial planning manager at Barclays for the previous 15 years.
I can provide a comprehensive professional service offering advice on products including Investments, Protection & Retirement Planning.
All costs will be discussed at our initial meeting, which will be free of charge.
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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.