2Plan Wealth Management

Independent Financial Adviser 33 The Hall Coppice, Egerton, Bolton, Lancs, BL7 9UE
FCA verified
2nd December 2019
Deliver a full range of reguated life, pension and investment solutions with highest level of initial and ongoing service standards.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Sharia finance
    • Long term care
Meet our advisers
Darrel Smethurst Dip FA, CeMap
Where to find us

33 The Hall Coppice, Egerton, Bolton, Lancs, BL7 9UE

About us

Since formation in 2007 2plan has become one of the fastest growing* independent adviser firms in the U.K. I have access to the centralised head office in Leeds which provides the highest quality of dedicated administration, technology and regulatory support-incorporating a specialist financial planning services team headed up by a Chartered financial planner. * Matrix Data research for Incisive Media Nov2009.
2plan are regulated by the Financial Conduct Authority (F.C.A.) and provide regular training and technical updates. We benefit from our own dedicated in house technology support systems which have recieved industry accolade to simplify our core business processes.

Our services

Our focus is is on the provision of independant wealth management services for private investors and businesses throughout the U.K.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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