FCA verified
23rd May 2017

2Plan Wealth Management

Independent Financial Adviser 33 The Hall Coppice, Egerton, Bolton, Lancs, BL7 9UE
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Sharia finance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Darrel Smethurst Dip FA, CeMap
I.F.A.
Where to find us
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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