2Plan - Jean-Francois

Independent Financial Adviser  Heron Tower, London, Greater london, SW3 4NX
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Sharia finance
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020
Meet our advisers
Jean-Francois Rio
Independent Financial Adviser

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

About us

“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”
Robert Kiyosaki on why people benefit from professional financial advice.
This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.

I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.

Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.

For a conversation about your financial plans, why not get in touch today?

Our services

Pension advice
Investment
Personal and family protection
Inheritance Tax Planning

Where to find us
Head office address: Heron Tower, London, EC2N 4AD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.09 mi
𝐏𝐞𝐧𝐬𝐢𝐨𝐧 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐭𝐬. Top-rated independent financial adviser. Chartered & certified financial planners. Helping you make smart decisions with your money. Evening & weekend appointments available. Free initial consultation.
 
Independent Financial Adviser 0.44 mi
I help busy people make smart decisions about their money.
 
Independent Financial Adviser 0.48 mi
I help my clients answer expensive questions about their finances and their future. Together we will build your financial plan, help you fund it and make sure you stick to it so that you can live the life that you want.