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  11. 2Plan - Aaron Alcock - Sheffield

2Plan - Aaron Alcock - Sheffield

Independent Financial Adviser  Worrall, SHEFFIELD, S35 0BJ
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FCA authorised
Last authorised 16th May 2022
Experienced Chartered Financial Planner & Independent Financial Adviser, locally based in Sheffield, offering financial planning solutions for people from all walks of life.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Aaron Alcock
Chartered Financial Planner
About us

The head office is in Leeds and I mainly work in and around South Yorkshire, Derbyshire & North Notts from my base in North Sheffield.

Our services

We give friendly and helpful advice on pensions, investments and insurance from the comfort of your own home or in the office.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Worrall, SHEFFIELD, S35 0BJ

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