2hWealthcare LLP

Independent Financial Adviser 2 H Wealthcare Llp, 20 Shepherds Lane, Beaconsfield, Buckinghamshire, HP9 2DT

First meeting at adviser's own cost

Response rating

10/10

12th November 2018

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Equity release
- Remortgage
- Residential
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Steve Wilson DipPFS

Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

David Allan APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Accreditations

What our clients say

“I've always been dealt with promptly by 2hWealthcare and our meetings are friendly and informative. I have never felt hurried or harassed into making decisions. All queries are answered sensibly and clearly.”

Mrs T Young, London

“We have a great deal of trust in 2hWealthcare. Steve’s knowledge has been invaluable and comforting. Steve is always well versed in the latest economic trends and he has been very conscientious in guarding and guiding us.”

Mr and Mrs Jarvis, Middlesex

“We are very happy with the way everything is going and feel that our assets are now much better balanced as a result of your advice.”

Mrs Orr-Ewing, Berkshire

Where to find us

2 H Wealthcare Llp, 20 Shepherds Lane, Beaconsfield, Buckinghamshire, HP9 2DT

About us

We are a firm of Independent Financial Advisers, who provide high quality, bespoke financial planning and investment advice to individuals and corporate clients. We have been in business for over 20 years and the success of our business has been built on the quality of our advice and the personal service we deliver.

We don’t create Wealth. We recognise that it’s our clients who create their wealth during their working lives, usually by steady accumulation from employment or through their entrepreneurial business activities. What our clients want from us are proven tax and financial planning solutions and sound investment advice. We see our role as working with you to do just that. So we don’t take big risks with your money; we are cautious and prudent – as you would expect us to be. It’s an approach that we call Wealthcare.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Equity release
- Remortgage
- Residential
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
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

£250,000

Contact options

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